As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, we have the experience and resources to meet your needs.
Marc embarked on his financial services career the moment he graduated from Wilfrid Laurier University in 1994, starting as an advisor with Balanced Planning. In 1997 Marc completed his Branch Manager qualification, immediately establishing his own branch office with his business partner Perry Pappas.
In the ensuing 2 decades, Marc completed his Life Insurance qualification, expanding his list of services to include estate and tax planning. Marc and Perry rapidly grew their combined portfolio, while gathering experience at various financial institutions.
Marc provides his clients with a comprehensive service that is focused on their own individual needs. By focusing on the unique situation of each person, an effective solution can be developed encompassing things like tax efficiency, risk management and cost effective portfolio development, retirement planning, and the optimization of transferring wealth to the next generation.
Marc is married with four children. He is an avid scuba diver, baseball player and enjoys riding motorcycles.
Perry graduated from the Schulich School of Business at York University with an MBA in Finance. Perry provides independent Financial Advice and utilizes a team approach to recommend customized investment portfolios for his clients.
Perry also understands the importance of putting together a sound financial solution with goals that are grounded, and the need for patience to allow that strategy to materialize.
Whether that means saving and preparing for retirement or retirement income planning, Perry can help clients create a balanced strategy to enhance and protect their lifestyle.
Perry values his client's trust above anything else and once a client decides to work with him, he continually works hard to deserve their trust.
Perry's dedication together with his experience in Financial Services allows him to offer his clients unparalleled expertise when helping them build their wealth while minimizing taxes.
Luigi graduated from the University of Toronto with a B. Comm. specializing in Finance and Economics. Luigi has continued to educate himself and stay current with all aspects of the financial services industry.
Luigi prides himself on his ability to listen to his clients' needs and uses his knowledge and expertise to guide them to their financial planning goals, whether that means funding for retirement, protecting their family from death or illness or creating a tax efficient estate plan.
Luigi is very detail-orientated and strives to provide the best service possible for all his clients while ensuring that their needs are continually met as they change over time.
Luigi provides and offers both mutual funds and insurance products as part of a team of financial advisors that provide unbiased recommendations and advise for their client's current financial needs.
Troy graduated from Acadia University in Wolfville, Nova Scotia with his Bachelors in Kinesiology and Business administration. During his time at Acadia, Troy was a member of the men's football team and graduated with Academic All-Canadian honours. Upon graduating, Troy returned home and began working for a mutual fund distribution company in Toronto which grew into an opportunity in Vancouver to work with financial advisors across British Columbia. During this time, he found satisfaction in helping advisors find cost-effective and appropriate solutions for their clients, and in doing so he determined that he was more interested in helping the clients succeed than the advisors. This realization led Troy to the team at Upper Canada Wealth Management, where the group places their client's success above all else.
Troy's investment philosophy centers around risk-mitigation and ensuring that clients can sleep at night knowing their money is being held in a safe manner which addresses their long-term goals. Troy has continued to educate himself and has completed numerous courses through the Canadian Securities Institute which led to him obtaining his Chartered Investment Manager (CIM®) designation.
Outside of the office you can find Troy spending time in the gym training for an upcoming Ironman triathlon, camping with friends and family, or cheering for his favourite football team.
