Welcome

Anthony Pucci, Hons. B. Comm., FMA
Senior Portfolio Manager & Wealth Advisor
 

There is Wealth in our Approach and there is Wealth in our Relationship with You. We as a team emphasize our approach to developing long lasting relationships with our clients. This involves gaining a true understanding of each of our clients personal and family circumstances in identifying their overall financial and family needs. With this strategy we can ensure that individuals and families reach all of their financial and life-style goals.

When working with Business Owners and Institutions we also employ a similar approach, to work hand and hand with decision makers to address their needs. This approach leads to developing and executing strategies and solutions that are designed for each client.

Building strong relationships with our clients has allowed our team to help clients for more than 20 years.

“Successful investors utilize our trusted services, as my team and I committed to providing a high level of professional service, working with you throughout your full investment horizon. In this manner, the honesty and integrity of my team allows us to move beyond the scope of investment products to advise and guide you to real solutions in fulfilling all of your financial needs”

Please see the “Achieve your goals” tab to learn more about how we can help you, contact us with any questions you may have.

Recent Blog Posts

Don’t fight (or fear) the Fed

Don’t fight (or fear) the Fed

Apr 19, 2024 | Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

Apr 17, 2024 | RBC Family Office Services

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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Rally realities

Rally realities

Apr 15, 2024 | Kelly Bogdanova – San Francisco

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

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Women and wealth: The future is female

Apr 05, 2024 | Tasneem Azim-Khan, Vice president and Chief Investment Strategist, RBC Phillips, Hager & North Investment Counsel Inc.

Although inroads have been made, women still experience a significant gender wage gap across the world.

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Anthony Pucci

Senior Portfolio Manager & Wealth Advisor

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