Anthony Visconti
Markham
Quadrus Investment Services Ltd.
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
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.
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.
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