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We are a team-oriented, client-focused group of wealth experts that believe in earning respect and building trust by doing what’s right – always. To that end, we leverage our unique life and industry experience to deliver unparalleled service in every client interaction.
Senior Wealth Advisor
Jonathan learned the values of hard work and perseverance at a young age, becoming the first in his family to graduate from university by earning a Bachelor of Commerce degree from the University of Windsor. With a strong interest in the stock market, Jonathan found his passion for finance and entered the world of investment management. He worked his way up from associate investment manager to branch manager at a competitive firm before joining RBC in 2008, earning the Certified Investment Management Analyst (CIMA) designation along the way. As branch manager, he significantly grew the size of the branch in the midst of the 2008 financial crisis and beyond, but decided to focus his efforts on growing his wealth management practice in 2017. Today, as Senior Wealth Advisor of Allison Martinello Group, Jonathan leverages over 25 years of investment industry experience to lead our team and provide world-class, simplified advice to our clients. “When it comes to wealth management, we don’t show our clients how a watch works,” he says, “we show them how to tell time.”
A lifelong resident of Windsor-Essex, Jonathan enjoys spending time with his wife of 25-plus years and three children, playing golf and piano, cooking for friends, and remains very active in his local community.
Angelo is a Senior Wealth Advisor with over 35 years of experience in providing exceptional service to his clients. With a dedicated work ethic and commitment to putting his clients’ needs first, Angelo is proud to co-lead a practice built on the values of trust, genuine care, and always doing what’s right for the client. “It’s one thing to say you have your clients’ best interests in mind,” he says, “but it’s another to show it day in, day out.” Prior to joining the industry, Angelo obtained an honours bachelor degree from the University of Waterloo and later earned his Masters of Business Administration (MBA) from the University of Detroit. A strong believer in continual education, Angelo strengthened his financial credentials by earning the Certified Investment Manager (CIM) designation, completing the Professional Financial Planning Course (PFPC), and earned the title of Fellow of the Canadian Securities Institute (FCSI), the highest honour given by the Canadian Securities Institute.
During his leisure time, Angelo and his wife, Lucy, enjoy spending time with family, exploring the outdoors, staying fit, and improving their golf games. Born and raised in Windsor, he remains actively involved in community events and fundraising activities.
Associate Investment Advisor
Equipped with a Bachelor of Commerce degree from the University of Windsor, a Master of Science in Taxation degree from Walsh College, and a previous career in public accounting, Dane is the team’s expert in all things tax. As Associate Investment Advisor, Dane supports the team in portfolio construction, and relies on his hard-earned set of skills to ensure all financial decisions are tax-efficient. A natural problem-solver, he sees our clients’ finances as a puzzle to be solved, and enjoys proactively finding solutions that bring their financial picture to life. Thorough, thoughtful, and detail-oriented, he prides himself on anticipating client questions and delivering answers that provide true peace of mind. “It’s all about working with a truly collaborative team,” he says, “and leveraging our specialized skills to deliver solutions that make a real, tangible difference in our clients’ lives.”
Outside of work, Dane enjoys crafting the ideal cup of coffee, improving his culinary skills, perfecting classic cocktails, working on his golf and tennis game, and helping his community.
Associate Wealth Advisor
As our “admin queen,” Rachel is the organizational mastermind of all team processes and ensures a seamless client experience. Happiest behind the scenes, she supports clients in account openings, transfers, contributions, taxes, and countless other administrative tasks that are essential to the operation of our team. Rachel takes great pride in forming relationships with our clients based on the values of integrity and trust, and always tries to answer client inquiries as quickly and efficiently as possible. “Clients are comfortable talking with me,” she says, “and they know that I always have their best interests at heart.” In addition to earning her Diploma in Finance and Accounting from St. Clair College, Rachel has also demonstrated a strong commitment to furthering her education by earning several industry designations.
In her spare time, Rachel enjoys spending time with her husband and two young daughters, exploring the great outdoors, working in the garden, and watching films.
Associate
A graduate of the University of Windsor with a Bachelor of Arts in Economics and Political Science, Geidah joined RBC as the branch operations associate before joining our team in 2019. As Associate, Geidah supports Rachel in all administrative work. She is also responsible for booking and preparing meetings, corporate tax reporting, and the administration of all estates, insurance, charitable accounts, and donation activities for our team. Geidah’s friendliness is contagious and she enjoys forming relationships with clients as a first point of contact. She prides herself on remembering the small details about our clients’ lives, and strongly believes in the importance of delivering an exceptionally well-rounded client experience.
In her free time, Geidah loves spending time with family, reading, and staying active outdoors.
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