Financial Biographer & Family Financial Facilitator. Genuinely curious about your relationship with money. Thoroughly invested in who you are, where you're from & where you want to go.
Drawing on over two decades of financial services industry experience, including working with RBC as a Private Banker and Financial Planner, Tony is passionate about providing exceptional client experiences. He is committed to helping individuals, families and business owners achieve their financial goals.
In his current role, Tony is focused on providing the highest level of financial planning, investment management service and guidance to our clients.
Working with a limited number of clients allows Tony to truly get to know each family he works with, so he can tailor solutions to their unique needs. To this end, Tony assembles RBC's Wealth Management Services team to work hand in hand with your existing professional advisors to help reduce your taxes, plan for your retirement, and protect your business interests and legacy. This comprehensive engagement provides each client with the highest level of service, value and, most importantly, trust.
Tony holds a Bachelor of Arts in Administration from the College of Business and Public Administration at California State University, San Bernardino, and was a licensed California real estate broker from 1998 to 2008. He began his career in the Canadian financial services industry in 2008, and continues to further his professional development. He has earned such accreditations and certificates as Personal Financial Planner (PFP), the Real Estate Council of Alberta's Mortgage Associate Program, the Alberta Business Family Institute's (ABFI) Family Enterprise Masterclass Series Certificate, the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
Born and raised in Orange County, California, Tony now resides in Edmonton and enjoys swimming, spending time with his young adult children & exploring the great outdoors.
Giving back to his community is important to Tony, as well. He is a Rotarian with the Rotary Club Edmonton South and is an active volunteer with local High School & University students focusing on leadership and enrichment.
