My practice is focused helping you during the moments that matter like :
- Retirement
- Selling your business
- Receiving an inheritance
- Other liquidity events
These events often have a person seeing the largest sums of money they've ever seen in their hands, which presents an opportunity to either create or review a long term strategy; that's where I come in.
I partner with you, using my established process to understand you deeply and create a set of crystal clear goals followed up with a strategy to achieve them.
In addition, we will review this strategy regularly. It's a living thing that changes as your life changes.
Dealing with my office is easy, whether you want to meet in person or virtually, my team takes a white glove approach to your relationship. My team and I serve clients all over Canada.
Our ideal client's mindset is :
• Serious, long-term investor
• Values unbiased professional advice
• Wants to partner and build a long-term relationship
• Buys into our process and is an advocate for our practice
Our ideal client resources are :
• Investable assets of at least $500,000
• Annual income exceeding $150,000 ($250,000 when combined with spouse)
• Important family member or friend of an existing client
I live in the community of Davisville, Toronto with my wife Naomi and two sons, Dean and Noah.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Divorce Finances
- Wealth Strategies
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Divorce Finances
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Active Lifestyle
- Martial Arts
- Movies & Entertainment
Personal Interests
- Spending Time with Family
- Personal Fitness
- Active Lifestyle
- Martial Arts
- Movies & Entertainment
Office Information
Phone Number
Nick Sacchetti at (416) 932-8442Branch Team
- Trudi-Ann Valentine
- Client Experience Specialist
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Trudi-Ann Valentine
- Client Experience Specialist
Branch Team
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