Financial Security Advisor and Investment Representative
Anthony’s passion is to help business owners, families and young professionals create financial plans that allow his clients to attain their goals. He has been the financial consultant of choice for a growing number of clients who appreciate his personalized approach to comprehensive financial planning.
As clients’ needs evolve and change, Anthony maintains a commitment to continuing his education so he can bring constant added value to all of his clients. Whether it be new investment solutions, new insurance strategies or new income tax approaches. Anthony has learned that in order to have financial success in your life, you need to have a structured process that you follow, which is what we built here. The earlier you start, the better your future will look.
Anthony obtained his B.A. in business at Brock University and then went on to work extensively as a personal financial advisor for Freedom 55 Financial. Anthony joined Capital Wealth because he believed strongly in their unique process and approach to financial planning.
Since joining Captial Wealth Management, Anthony’s been an integral part of designing our Launch program. Launch is a program to help young professionals (millennials) save for a house, create wealth, develop a spending plan and build the basic building blocks of starting a family. If you’re interested in joining the Launch program, please contact Anthony.
Anthony was born and raised in St. Catharines where he currently resides.
Office Phone: 905-682-5789