Investing with Purpose:
Our process starts with you. We take the time to get to know you and your goals, and show you the path to achieving them.
We value clients who put their trust in us and our process, and strive to deliver results with consistency and honesty. We believe that we can go above and beyond traditional investment management, and we believe in the optimization of "true wealth" and its four pillars: Assets, Legacy, Health, and Community.
Since 1979, Gene Piccoli has advised affluent clients and families across Canada. He has had the privilege of working with some of his most valued clients for over 40 years.
James brings the lessons of professional sport to his practice, and understands the realities of high performing athletes, entrepreneurs, and professionals. He knows the value of planning and goal-setting in achieving your dreams. James brings the experience and knowledge gleaned in his professional cycling career to advise on maximizing health and longevity.
Collaborating with our CIBC partners, clients of Piccoli Wealth Management can also enjoy full financial, estate, and business succession planning. Our clients have a team of knowledgeable professionals at their disposal, and we strive to be the trusted source of guidance for all of your financial needs. We know the value of family, and protecting and nurturing your legacy for your loved ones.
We collaborate with your trusted professionals to make your wealth management experience as smooth as possible. In cases where external experts are needed, we delight in referring industry leaders to serve you and your needs.
We call this "Wealth Management 2.0"
We are committed to deliver an exceptional client service and we are currently at capacity. If you wish to get in touch, please give us a call so you can be informed of our next availability.
