With nearly thirty years of industry experience, Tony began his career at a boutique financial planning firm prior to joining Merrill Lynch Canada in 1998. In 2004 Tony earned the distinction of "Fellow of the Canadian Securities Institute" followed by his Certified Financial Planner designation in 2007. In 2008 he qualified as a Portfolio Manager after completing the Certified Investment Manager requirements. Over the past two plus decades, Tony has dedicated himself to helping clients preserve, grow and protect their wealth. He has proven to effectively apply his knowledge of the financial marketplace to formulate and customize investment solutions that meet the unique needs of his individual and corporate clients. His support team includes Iris Chan as a dedicated assistant, along with two veteran associates in Ted Canning and Joseph Perera. Tony and his team pride themselves on providing unparalleled service to enhance client experience and satisfaction.

Tony is a proud husband and father of two boys, a passionate Blue Jays fan, aspiring cook and lover of live music. He was born and lives in Toronto and is a seasonal resident of Newfoundland.

Iris is a fully licensed assistant and a graduate of Concordia University with a Bachelor's degree in Commerce. She has serviced clients for over 15 years and has proven to be an integral part of our team. Her friendliness, efficiency and professionalism are a testament of our dedication to superior client service.

Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.

Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.

Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.

Geoffrey believes in a holistic and comprehensive approach to financial planning. He has extensive experience working with our high net worth clients, both personal and corporate, to help them achieve their financial goals. Geoffrey has been in the financial services industry since 1990 and has specialized in financial planning since 1998.