I am the proud son of Italian immigrants. Two individuals that showed me the value of perseverance and discipline. My parents were able to build a profitable business over the years that supported our family. However, there were missed opportunities along the way that their financial advisor should have educated them on. This would have allowed them to reduce tax in retirement, protect their assets against inflation and prepare their estate effectively.
Learning about the lack of service they received has motivated my vision to be a competent and trusted partner for my clients. When developing partnerships, I believe it's important to be direct, transparent, and to build financial confidence. I partner with you to determine what's important to you and focus on your financial goals to identify risks (inflation, taxes, etc.) and explain costs.
Once I fully understand your financial direction, personal or business, I can develop a strategy tailored to your unique situation and offer realistic expectations to help instill the confidence you need to adhere to your investment strategy and remain on track to help achieve your long-term goals.
I know how important family is. I grew up with three older sisters, and we get together often so I can spoil my nieces and nephews. I'm a huge soccer fan and play on two teams, including one in Oakville, where my office is located. I enjoy music, maintaining my health and fitness, and fantasizing about my car collection.
Kim Lonigro, my talented branch office administrator, has 15 years of experience in the financial industry and is the indispensable other half of our branch team. Client relationships and providing superior service are her top priorities. We prefer to work with our clients in person, and we will always respect your time.
I welcome the opportunity to introduce myself and explain how I can help.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
My Personal Interests
- Health & Nutrition
- Social Responsibility
- Vintage Cars
Phone NumberJoseph Carbonara at (905) 825-9651
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