YOUR STRATEGIC WEALTH PARTNERS
Marcello brings over 25 years of experience in finance to every meeting with his clients. Having earned an MBA from McGill, he currently focuses on one objective: to help each client achieve their financial goals. Whether it be retirement planning, estate planning, saving for their children’s education, or finding tax-efficient solutions for business owners and high net worth families, his client’s have come to respect and depend on his knowledge, clarity, integrity and impeccable service.
OUR OTHER TEAM MEMBERS