INDEPENDENT SWISS WEALTH MANAGER SERVING AN INTERNATIONAL CLIENTELE INCLUDING CANADIAN and LATIN AMERICAN CLIENTS

ALPEN PARTNERS AG

Seestrasse 69, 8806 Bäch|Wollerau

Seefeldstrasse 225, 8008 Zurich

Rue des Alpes 7, 1201 Geneva

Via Ferruccio Pelli 2, 6900 Lugano

+41 58 105 75 03

sc@alpenpartners.com

Minimum amount of investment preferred: CDN 500,000

Based in Switzerland, Alpen Partners provides state-of-the-art investment advisory and private banking services to private clients and wealthy families.

Alpen Partners is completely independent from all banks and agents and works with a network of highly-qualified specialists around the world to provide its clients a service that also goes beyond asset management.

Alpen Partners has received the licence as a Portfolio Manager throughout Canada

This includes the seven provinces of Canada: Alberta, British Columbia, Manitoba, New Brunswick, Ontario, Newfoundland and Labrador, Nova Scotia, Prince Edward Island, Québec, and Saskatchewan.

The licence opens the door to offering investment advice and managing investment portfolios on behalf of Canadian clients including Canadian securities.

Sonia Calisti - Partner

I previously worked as a senior client advisor at Julius Baer in Zurich. Prior to that, I worked as senior client advisor at UBS Wealth management in Zurich and in Milan. A am advising mostly Italian speaking clients, with a focus on executives and entrepreneurs. I hold a Master’s Degree in Economy from the University of Napoli. I am a certified Project Management Professional (PMP) in Padua (Italy).

I am also a certified Promotore Finanziario (PR) in Italy and a Certified Wealth Management Advisor (CWMA) in Switzerland.

I enjoy traveling, scuba diving and surfing. I am an Italian citizen.

sc@alpenpartners.com

+41 58 105 75 03