My office is staffed with great people. Two very competent ladies, Anita and Antonietta are out front to greet you and get things done. These ladies each have over a decade of experience in this business and their level of skill and their great personalities are a huge assets to my business. I do have a business partner (Mauro Dimario) who I share my office with. He and I work together on large cases, group benefits and pension management. We also assist each other’s clients when one of us takes some vacation time.
We have set up our offices small enough to be cozy and private but very capable of beating the banks; franchise investment firms etc. every step of the way. I have the brokerages and licenses in place to do fund business, life and health insurance, pensions, segregated funds, annuities, and GIC business. I am a Certified Financial Planner (CFP®). While we are “compact” in term of financial offices, we have the resources in place to bring a lot of firepower to bear when you need it. There are no financial offices in Ontario that can provide the level of products, access to special rates and follow up with outstanding local service like we can. Our success over the last 13 years proves our winning combination is impossible to beat. Year after year we deliver what we promise. We would love to have you, your family and your business become part of our success story.
My office is conveniently located just off EC row, between central and Jefferson on Rhodes Drive. You are always welcome. Coffee is always hot, and a friendly smile on arrival is guaranteed.View Larger Map