Our Team

Calm. Clarity. Discipline.

A dedicated team of investment professionals committed to a disciplined process, fiduciary care, and the long-term success of every client we serve.

Anthony Mazza

Client Portfolio Manager

Anthony Mazza has been helping individuals achieve financial independence since 1986. As an accomplished senior wealth management executive, client advisor and investment manager, he has worked for several leading Canadian banks, trust companies and asset managers. His broad experience and deep understanding provides him with a unique perspective on the capital markets and investor behaviour. With his help clients can face the future with confidence.

In addition to his experience, Anthony holds a Bachelors in Economics and Finance from Concordia University, Montreal, and several industry designations including the Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Financial Planner (F.PL) from the Quebec Institute of Financial Planning, Professional Financial Planning (PFPC) from the Canadian Securities Institute.

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Want to meet the team?

Book a no-obligation Investor Discovery Session with one of our portfolio managers.