Tony Grandi Critical Path Wealth Management

Tony Grandi

Vice-President, Investment & Wealth Advisor

519-252-3690 | Email me
519-252-3672

Tony has been providing professional Wealth Management to individuals and corporations through RBC Dominion Securities since 1995. He and his team are committed to helping clients achieve their life goals, providing excellent service, and conducting themselves in accordance with the highest standards of the profession.
Tony has built his business through referrals from existing clients and other professionals through a disciplined approach to Wealth Management. For Tony "Wealth Management is an ongoing process that requires expert guidance if one is to successfully navigate through the four stages of life: accumulating wealth; protecting wealth; converting wealth to income; and transferring wealth to the next generation".
To arrange for a no obligation meeting with Tony, and to see if he can help you achieve financial peace of mind and clarity, please contact his associate Nancy Krestick today at 519-252-3487
 

Nancy Krestick

Associate

519-252-3487 | Email me

Nancy has been with the RBC Dominion Securities since 2004 and previously with RBC Royal Bank since 1989, and brings a wealth of experience to our team.

On a day-to-day basis Nancy is responsible for all administrative functions that support our client service program such as requests or questions regarding statements, foreign exchange transactions, cheque requests, documentation, scheduling appointments, tax slip inquiries, etc.

Nancy has completed her Canadian Investment Funds course & Canadian Securities course. She is dedicated to continuous learning and providing excellent and courteous client service.

 

Lynn Crowley

Associate Wealth Advisor

519-252-3650 | Email me

Lynn has worked in financial services since 1996 and takes a personalized approach that's focused on client priorities.  She specializes in RBC DS's myGPS (Goals Priorities Solution), a simple tool that tells you if you're on track to meeting your future financial needs.She has worked in the financial services industry since 1996 and has completed her Canadian Securities Course and Wealth Management Essentials Course.

Using myGPS, Lynn will work side by side with Tony and Nancy to help put our clients' financial worries to rest.


Rick Squires

Estate Planning Specialist

Rick Squires is a valuable member of your Advisor's team, helping you create and preserve your wealth.
Rick began his career in the insurance industry in 1982 and is a specialist in his field. He has acquired the Chartered Life Underwriter, Chartered Financial Consultant and Registered Trust and Estate Practitioner designations.

Comprehensive Insurance Planning 

Working closely with your Tony, Rick employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.

Rick can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Rick evaluates various insurance offerings from Canada’s top-ranked insurance providers.


Mary Metel

Will & Estate Consultant

Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983 and was called to the Ontario Bar in 1985. Mary was in private practice for 24 years specializing in will and estate planning, estate administration, real estate and corporate law. Since 2011 she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary jointed RBC Wealth Management in October 2016

Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.

Complimentary Will & Estate Planning Consultation

Mary works closely with Tony and his team to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Shannon will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.


Stephen Cecile

Financial Planning Specialist

Stephen (Steve) attended the University of Windsor where he completed a Bachelor of Commerce degree with a concentration in Accounting. He is a Chartered Accountant and prior to joining RBC he worked for a public accounting firm as their Tax Manager. During this time, Stephen specialized in providing an array of tax planning and preparation services, including U.S. cross-border issues, to both individuals and privately owned corporations

Stephen is a member of the Canadian Institute of Chartered Accountants, Chartered Professional Accountants of Ontario and has completed Parts I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.

Comprehensive Financial Planning 

As a Financial Planning Specialist at RBC Wealth Management Services, Stephen’s role is to work with and support Tony