Your Valuable Team at the Helm

Since 2003, I have defined personal financial planning as a process of determining an individual’s or family’s financial goals, purpose in life and life’s priorities. After considering their resources, risk profile and current lifestyle, a detailed and realistic plan is prepared to help meet those goals. My designations as a Certified Financial Planner (CFP), and Chartered Life Underwriter (CLU) reinforce my ability to provide ongoing comprehensive financial planning advice in the areas of retirement planning, tax planning, investment planning, insurance and estate planning. By specializing in these I am in a better position to assist my clients in achieving their financial objectives.

Tony joined Manulife Securities Insurance Inc.. with more than 24 years experience in the financial planning industry.

He provides his clients with a complete financial analysis to fit their individual needs and risk profile. Tony provides insight in such areas as budgeting, retirement planning, investments, personal and business insurance as well as taxation and estate planning.

Manulife Securities  Incorporated
203-365 Evans Avenue
Toronto, Ontario M8Z 1K2

Manulife Securities  Incorporated
203-365 Evans Avenue
Toronto, Ontario M8Z 1K2