Team

About Our Team

From wealth creation to succession planning – and every stage in between – Svoboda and Associates have the investment expertise to assist with your individual needs. Miro’s vision is to be the best financial advisor serving the long term needs of clients. He believes in quality, and treats all client relationships the way he would expect to be treated by a professional. Svoboda and Associates Private Wealth is a boutique practice specializing in defensive strategies for the high net worth. Our focus is on comprehensive planning – investment planning, tax planning, retirement planning, insurance planning, estate planning and charitable foundation planning.

who we are

Meet The Team

Miro Svoboda<small> CIM<small>®</small> , CFP</small>

Miro Svoboda CIM® , CFP

Investment Advisor, Principal Svoboda & Associates Private Wealth
Alex Norman<small> B.Com (hons)</small>

Alex Norman B.Com (hons)

Investment Advisor
Carmen Kalantzis

Carmen Kalantzis

Executive Assistant

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