Citta Wealth Management

A Tailored Approach to Wealth Management

True wealth management requires a customized approach to fit the specific needs of each client and choosing the proper team to navigate through the specific challenges that present themselves on the road to financial success, represents a critical first step.

At Citta Wealth Management, we work closely with our clients to thoroughly understand their unique goals and aspirations. This understanding provides a solid foundation for personalized strategies and solutions designed to build a client’s wealth, and mitigate any risks that may arise over time. By focusing solely on the individual needs of our clients, we’re able to consistently provide unparalleled service and achieve results that surpass all expectations.

A Personalized, Comprehensive Approach to Protecting and Building Your Wealth

We follow a consistent, thought out process that is tailored to fit the specific needs of each client and incorporates all the strength of resources of Canada’s largest wealth management firm.

1. Discovery – We begin by sitting down with you to gain a clear understanding of your goals – both personal and financial.

2. Financial Analysis – We will prepare a customized analysis of your financial situation that incorporates your financial goals, risk tolerance and long range plans.

3. Will & Estate Review – If you have a more complex estate, we can help you address your various estate planning concerns and recommend steps you need to take to achieve your goals.

4. Insurance Review – We can introduce you to insurance-based solutions to help you protect everything you have worked to build.

5. Investment Strategy – We will establish an investment strategy designed to achieve your specific financial goals.

6. Investment Portfolio – We then execute on the strategy and build out your customized portfolio.

7. Ongoing Communication – You are continually appraised of the performance of your portfolio and the markets through regular updates, including quarterly account statements, an annual tax package and secure access to DS Online, featuring exclusive real-time quotes, watch lists and more.

8. Regular Reviews – As your needs and the markets evolve, periodic portfolio reviews help to ensure that your plan remains an effective tool to achieve your objectives.

Beyond Investment Advice

We strive to provide our clients with a comprehensive wealth management experience that goes beyond investment advice. Our primary objective is to ensure that all aspects of our client’s financial lives are properly looked after. We have a team of highly accredited lawyers, accountants and financial planners, who deliver the highest level of wealth management expertise to high-net-worth individuals, families and businesses. Our team works directly with clients and their existing trusted independent advisors (e.g., accountants, lawyers, etc.) to better understand their goals and objectives, and provide integrated, coordinated services to protect and build wealth.

Mario Citta

Mario Citta

Investment Advisor

905-731-1674 | Email me

Connie Cuzzolino

Associate

905-738-4614 | Email me