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

Is the Fed on the road to raising interest rates?

Jun 18, 2021 | Atul Bhatia, CFA

The Federal Reserve’s June meeting opened the door to asset purchase tapering and interest rate hikes, but we see a long journey ahead.

Read more

How to protect your business from ransomware attacks

Jun 16, 2021 | Wealth Management Services

Protecting your business from cybercriminals begins with understanding what ransomware attacks are, what you can do to prepare and how you can recover if you are targeted.

Read more

Inclusive recovery is imperative for Canada’s labour market

Jun 10, 2021 | Rannella Billy-Ochieng’

Finding ways to better engage the skills of visible minority workers could boost GDP by close to $30 billion per year.

Read more

Can the Financials sector keep the rally going?

Jun 10, 2021 | Kelly Bogdanova

Optimism over the post-pandemic recovery has fueled the Financials sector’s heady rally. We see a number of catalysts that can push the sector higher.

Read more

Anthony Pucci

Vice-President, Portfolio Manager & Investment Advisor

705-759-6826 | Email me

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