Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Owner Considerations
  • Socially Conscious Investing
  • Wealth Protection Strategies
  • Estate & Legacy Strategies

Personal Interests

  • Spending Time with Family
  • Traveling
  • Basketball
  • Golfing
  • Sports Enthusiast

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 07:30AM - 05:30PM
Tuesday 07:30AM - 05:00PM
Wednesday 07:30AM - 05:30PM
Thursday 07:30AM - 05:00PM
Friday 07:30AM - 05:30PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing


(877) 743-6182

Branch Team

  • Claudia Marchese
    Sr. Branch Office Administrator
  • Esha Nohar
    Sr. Branch Office Administrator

Office Address

2842 Bloor Street West
Etobicoke, ON M8X 1B1
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