Anthony Galluzzo, CFP, FMA

Wealth & Investment Advisor

416-842-2099 | Email me
416-842-7282 | Connect

As your initial point of contact, Anthony specializes in Wealth Management Strategies as an investment-advisory discipline, focusing on financial planning and investment portfolio management. As an Investment Advisor and Certified Financial Planner, Anthony has over 13 years experience in the financial industry advising and guiding clients through the financial planning process.
 
After working with one of Canada's top financial planning teams, Anthony focuses on the big picture approach rather than only one aspect of your finances. Incorporating asset management, tax planning, risk management, along with retirement and estate planning ensures clients are efficiently working towards their goals. Anthony believes that the fundamental principles of honesty, integrity and transparency are the foundation to building a lasting client/advisor partnership.
 
Outside of the office, he has enjoyed teaching financial planning courses to the Faculty of Dentistry graduate students at the University of Toronto. Furthermore, Anthony enjoys hockey, soccer, running and the occasional round of golf when time permits.
 
Anthony is happily married to his wife Tanya, and the proud father to his son Aiden and his two daughter's Ava and Samantha.
 

Anthony Maragna

Associate Wealth Advisor

416-842-3072 | Email me

Before joining RBC Dominion Securities in 2014, Anthony lived and worked in capital markets in Vancouver. Anthony has 10 years of experience in the financial industry and possesses the knowledge, ability and experience to assist the team with all aspects of economic and market trends. Anthony is a director of the Canadian Gallery of Human Migration, an organization which serves to celebrate immigrant experiences

 

Since moving back to Toronto, Anthony and his wife have enjoyed rediscovering their home town. Anthony enjoys playing a number of orchestral instruments and can sometimes be found sharpening his tennis and squash games.
 
 

 
         Ariel-Charles Guigui, B.Adm., LL.B., TEP
         Vice President and Will & Estate Consultant
 
 
 

Ariel graduated from the University of Ottawa with a degree in Business  Administration in 1992 and from the Faculty of Law in 1994 where he  served on the editorial board of the Law Review.

He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.

Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

 

 

          Prashant Patel, ASA, CFP, TEP
          Vice President, High Net Worth Planning Services

 

 

Prashant has assisted high-net-worth and ultra-high-net-worth families  with tax, estate and retirement issues since 1992.His guidance  supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

 

His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.).  Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.  

 

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.

 
 
 
        Ted Chan, CFP
        Financial Planner
 
 
 

Ted is a Bachelor of Commerce graduate from the University of Toronto  and a Certified Financial Planner. He began his career at financial  planning companies servicing affluent clients, ranging from corporate  executives to small-business owners to professional athletes.

 

 Ted also holds designations as a Financial Management Advisor, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute. Ted's focus is on providing financial planning services for our clients.