I handle clients’ money with the same care and attention as if it were my own; because I recognize how important it is to you, and for each person to receive the devotion, the advice, and most importantly the results you need.
Clients feel as if I’m family to them, knowing without hesitation you can pick up the phone at a moments’ notice and can get answers to your questions – whether it be with your money, tax or estate issues, or simply unbiased advice and reassurance.
After growing up in Powell River, BC, Sergio moved to Victoria to attend university, earning a Bachelor of Science in Economics from UVIC in 1987. He furthered his studies at McGill University in Montreal where he earned an MBA in 1990.
Sergio returned to Victoria joining Investors Group in 1992, and has since been providing Wealth Management services including advanced Tax and Estate Planning. In 1999, Sergio received his Registered Financial Planner (RFP) certification followed by the Certified Financial Planner (CFP) designation in 2001. He continues to grow and build his practice, servicing high net worth clients in Victoria and area.
Sergio is the only planner who is part of the exclusive Private Wealth Management group of Investors Group in Greater Victoria. This provides the Salina & Associates team with direct and immediate access to a dedicated senior leadership team and head office support structure to provide support, including Lawyers and Estate, Tax, Insurance and Accounting specialists.
Sergio's dedication to clients, their families and beneficiaries' financial success is what drives him every day.
Daniel joined Investors Group Securities Inc. in October 2010, and is located at Suite 101, 4400 Chatterton Way in Victoria.
Daniel provides support to clients through in-person advice and written commentary on stocks, bonds and investment strategies.
Daniel started his career in the financial services industry in 1996. Prior to joining Investors Group, he was an Investment Advisor with a national brokerage firm in downtown Toronto.
Daniel received his Bachelor of Arts in Economics from the University of Toronto and holds his Financial Management Advisor (FMA) designation, is a Fellow of the Canadian Securities Institute (FCSI) and holds his Certified International Wealth Manager (CIWM™) designation.
Sue joined Investors Group in September 2012 as Mortgage Planning Specialist working out of the Victoria Downtown region office.
She has over 30 years of experience in the financial industry. Prior to joining Investors Group, Sue worked as a bank teller for another Canadian financial institution and Finance Manager in the auto industry as well as a Mortgage Broker.
Sue prides herself on the excellent service she has given to each and every client throughout her years in the financial industry.
Outside of work, Sue is heavily involved in baseball as coach, assistant coach, and manager and has also served on the executive committee for Central Saanich Little League Baseball.
Aaron joined Investors Group in 2009 as a Consultant until an opportunity opened up as an Associate Insurance Manager, and eventually Insurance Planning Specialist in 2014. He is responsible for the St. John’s & Corner Brook region offices, serving Newfoundland & Labrador.
His expertise lies in the ability to identify and capitalize on developing creative insurance solutions for high net worth individuals & business owners. He has extensive training with Group, Life, Disability, Critical Illness and Long Term care Insurance, both in Individual and Corporate settings.
Each member of our team is backed by a team of professionals with specialized expertise in tax and estate planning, securities*, insurance protection, investment lending, business succession planning and more. In some situations it may also make sense to involve your own accountant or lawyer to ensure a coordinated approach to managing your wealth.
* Brokerage offered through Investors Group Securities Inc. ( in Québec, a firm in financial planning ).