Taxes In Retirement Seminar
Saturday, June 25, 2022 at 10am
Aaniin Library
5665 14th Ave.,
Markham, ON L3S 3K5
“We expect a Financial planner to be thorough, detailed and have a strong understanding of their clients’ needs. It was a pleasure working with Anthony and his team. He delivered a tremendous package and reviewed his findings in great detail. Anthony’s attention to detail, solutions, recommendations and in-depth reports provides a great deal of confidence in his recommendations. We would absolutely refer our family, friends and associates to Anthony.”
“I expect my financial planner to review and discuss my financial goals along with how my goals can be achieved. I valued Anthony reviewing my investments and the projections of what they will equate to when I reach my eventual retirement. Anthony has certainly met my expectations and I would be happy to refer my family and friends.”
“We valued receiving a detailed report and explanation of our finances. When working with a financial planner, we expect to have our questions answered with adequate detail and to have a plan developed to help grow our money. Our expectations were clearly met and we would be happy to recommend Anthony to anyone looking for a Financial Plan.”
“Anthony made the process very clear and explained each step along the way. He was very honest and straight forward. My expectation from a financial planner is that they are honest and transparent. Anthony definitely met my expectations and I would be happy to recommend him to my family and friends.”
Speaker
Anthony Visconti
BAS, CFP, CLU, CHS
President at Visconti Financial Group Inc.
Greater Toronto Area, Canada
Visconti Financial Group Inc. is a Financial Planning practice with over 13 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.
Taxes In Retirement Seminar
Saturday, June 25, 2022 at 10am
Visconti Financial Group Inc.
Visconti Financial Group Inc. is a Financial Planning practice with over 13 years’ experience providing holistic financial planning solutions.
We serve individuals, families, and business in the Greater Toronto Area. Our primary goal is to help each client meet their unique financial goals.