Narciso is the Managing Director and Senior Wealth Planner at CBM Wealth Advisory Inc., where he works closely with business owners and affluent families, both retirees and those preparing for retirement, to bring clarity and confidence to their financial lives. As a CFP® professional, Narciso takes an integrated, holistic approach to planning, aligning wealth strategy with accounting and tax considerations to deliver advice that is practical, thoughtful, and forward‑looking.

A key part of Narciso’s work is addressing the human side of financial decision‑making. By incorporating principles of behavioural finance, he helps clients turn well‑designed plans into actions that are realistically implemented and sustained over time. His focus is on providing personalized advice that feels clear, relevant, and achievable, supporting long‑term financial well‑being and peace of mind.

Raised in Hamilton, Narciso values strong relationships, community, and family. He is married with two daughters and, outside of work, enjoys spending time with family and friends and getting out on the golf course whenever possible.