As your initial point of contact, Anthony specializes in Wealth Management Strategies as an investment-advisory discipline, focusing on financial planning and investment portfolio management. As an Investment Advisor and Certified Financial Planner, Anthony has over 18 years experience in the financial industry advising and guiding clients through the financial planning process.
After working with one of Canada's top financial planning teams, Anthony focuses on the big picture approach rather than only one aspect of your finances. Incorporating asset management, tax planning, risk management, along with retirement and estate planning ensures clients are efficiently working towards their goals. Anthony believes that the fundamental principles of honesty, integrity and transparency are the foundation to building a lasting client/advisor partnership.
Outside of the office, he has enjoyed teaching financial planning courses to the Faculty of Dentistry graduate students at the University of Toronto. Furthermore, Anthony enjoys hockey, soccer, running and the occasional round of golf when time permits.
Anthony is happily married to his wife Tanya, and the proud father to his son Aiden and his two daughter's Ava and Samantha.