Welcome

Anthony Pucci, Hons. B. Comm., FMA
Vice President, Investment 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

The Coming Creativity Boom: How human ingenuity will power the 2020s

Jul 30, 2021 | Trinh Theresa Do, Sonya Bell, Andrew Schrumm

We spent months talking to experts about why creativity is a competitive advantage. Throughout this report, you’ll hear from them directly.

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crane next to a building under construction

Short-term uncertainty shouldn’t change the market’s long-term outlook

Jul 30, 2021 | Thomas Garretson, CFA

Markets weathered two key U.S. events this week. While each highlighted near-term uncertainty, it’s a reminder that what matters is the long term.

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At home with RBC

At home with RBC: Golf tips from Team RBC with Morgan Pressel

Jul 26, 2021 | RBC Wealth Management

Morgan Pressel of Team RBC gives tips to keep active at home.

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What message is stock market volatility sending?

Jul 23, 2021 | Kelly Bogdanova

It’s normal for outside forces to knock down the market from time to time. We look at why the market is on edge and what this means for equity investors.

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Anthony Pucci

Vice-President, Portfolio Manager & Investment Advisor

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