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

doctor sitting at office desk in page

Time Management Tips for Doctors

Sep 20, 2021 | Kristen Campbell

Good time management is a key aspect in avoiding burnout. Here are some top time management tips for doctors from medical experts.

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Justitia-statue-in-town-square-Romerberg-Frankfurt-Germany

How will the German election affect European markets?

Sep 17, 2021 | Frédérique Carrier

The outcome of Germany’s election could influence EU fiscal integration and economic regulations. We look at potential implications for investors.

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family sitting around picnic table enjoying lunch

When should I consider a family office?

Sep 15, 2021 | RBC Wealth Management

It has never been more important for families to find ways to effectively build and maintain their wealth—and the services of a family office can help.

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Electric vehicle being charged

The future of proxy voting and oil

Sep 14, 2021 | RBC Wealth Management

The second quarter of 2021 saw a seismic shift in the way large oil producers will operate going forward.

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Anthony Pucci

Vice-President, Portfolio Manager & Investment Advisor

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