Member

Anthony Visconti

Markham

Quadrus Investment Services Ltd.

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Anthony Visconti

Member Bio

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Visconti Financial Group Inc. is a Financial Planning practice with over 15 years experience providing holistic financial planning solutions to young families, professionals, business owners, pre retirees and retirees. Services range from Retirement Income Planning, Portfolio management, Estate planning, Tax planning and Insurance solutions.
As a York University graduate with an honors in Business in Finance, I am continually working to expand my expertise in the field of Financial Planning. I am accredited with a number of designations including; the Certified Financial Planner(CFP), Chartered Life Underwriter(CLU), and Certified Health Insurance Specialist (CHS).
I am extremely passionate about the work I do with my clients, and believe that financial solutions should never entail a cookie cutter approach. Each client brings to the table their own set of circumstances and objectives, and no two solutions can be the same. I guide each and every one of my clients with integrity as they achieve the freedom and peace of mind that goes hand in hand with personally designing a plan that optimizes their financial future.

Specializations

Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Tax Planning

Designation(s)

CLU

Compensation Models

Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

Advocis

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

1

Investment License

Provinces Licensed (Investment)

Alberta
British Columbia
Newfoundland and Labrador
Nova Scotia
Ontario
Quebec
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