Anthony Scarfone, FMA, FCSI

Vice-President, Wealth & Investment Advisor

705-476-3446 | Email me
705-845-1283
705-495-3389
1-800-461-1652

Anthony was born and raised in North Bay, Ontario. He graduated from Laurentian University (Nipissing Campus) in 1991 with a Bachelor of Business Administration with Honours.

 

In addition to his degree, Anthony has obtained the Personal Financial Planning Course (PFP), Financial Management Advisor Course (FMA), and received the Fellow of Canadian Securities Institute (FCSI) in 2004, which is one of the highest distinctions an Investment Advisor can obtain. Other licenses include Life & Disability Insurance and Derivatives trading.

 

Anthony started his financial career in 1993 when he accepted a position with the Royal Bank of Canada as a Manager of Customer Service. Within his first seven years at the bank Anthony worked his way up to Branch Manager in a number of locations. Anthony accepted a position with RBC Dominion Securities in January of 2000 and thus began his career as an Investment Advisor.

 

Anthony is a firm believer in giving back to the community; he currently is an active member of the Board of Directors for Sport North Bay. His past memberships include the Nipissing Rotary club, the North Bay & District Hospital Foundation, and the local YMCA.

Adam Delorme

Wealth Advisor

705-476-3453 | Email me

Adam graduated from Canadore College in May of 2008 with a 3 year diploma in Business Administration. He joined RBC Dominion Securities in July of 2008. Within the first year, Adam has completed the Canadian Securities Course (CSC) and the Conduct and Practices Hand Book Course (CPH). Since then he has completed the Wealth Management Essentials Course (WME) and quickly moved to become Anthony’s Associate Wealth Advisor.

 

Adam’s focus is to help clients with day-to-day administrative needs, handle all requests and questions with respect to account activity, client statements, online access, cheque requests, and account documentation. He is also a major part of the teams marketing plan and service plan. Adam is also fully licensed to execute all securities transactions and give advice through Anthony.

 

Adam also has a strong background with computers and technology, which has helped the team become more efficient with processes and procedures.

 

 
 
  
Rob Celebre - Health Care Professional Account Manager - RBC Royal Bank

Rob has over ten years of experience in financial services and a degree in Business Administration. He offers personalized advice and solutions to meet the unique needs of Anthony's clients who work as health care professionals.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Mouyleng Ly - Financial Planning Specialist

Mouyleng (Mou) Ly is a chartered Accountant (CA), a Trust and Estate Practitioner (TEP), and a Certified Financial Planner (CFP). Prior to joining RBC in 2011, Mou provided professional services to individuals and their owner-managed entities, specializing in personal and corporate tax, estate and financial planning. Mou works closely with Anthony in preparing and presenting comprehensive Compass Financial Plans.
 
 
 
 
 
 
 
 
 
 
 
 
 
Annett LeBeau - Insurance Specialist

Annett began her career in the insurance industry in 2000 and is an expert in her field. She has acquired the Elder Planning Counselor (EPC) designation. Annett employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives.

For more complicated situations, Annett will partner with your other professional advisors in the development of appropriate solutions.

Annetts focus is on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. She can also ensure your wealth is transferred to your heirs in accordance with your wishes and to help in this endeavor, Annett has access to insurance solutions from the top-ranked insurance providers in Canada.

 

Annett LeBeau is a valuable member of Anthonys team, helping you create and preserve your wealth.
 
 
 
 
 
Ariel-Charles Guigui - Will & Estate Consultant

Ariel works closely with Anthony to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Ariel will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.