Welcome

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

women in a farm field on computer in page

Virtual program helps farmers thrive in the rapidly changing field of agriculture

Jan 20, 2022 | RBC

Canada's agriculture sector is well-positioned to meet the rising demand for food around the world. This new online course aims to help provide Canadian producers fundamental tools to succeed.

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trader looking at market charts on computers

New year, new U.S. recession scorecard indicator

Jan 20, 2022 | Jim Allworth, Investment Strategist

We're adding a seventh recession indicator to our scorecard. What’s new and why is it being added?

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6 Residency Personal Statements Don'ts

Jan 17, 2022 | Claire Gagne

To clinch the residency spot of your dreams, you need a well-crafted residency personal statement. Here's how you can avoid the most-common mistakes.

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ear pods in page

Audio commentary: 2022 - A year of shifting gears

Jan 14, 2022 | Janet Engels & Kelly Bogdanova

A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.

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Anthony Pucci

Senior Portfolio Manager & Investment Advisor

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