Our Team

Tony has been a longtime resident of Sault Ste. Marie since his family immigrated from Italy in 1967. He started the financial services business at age 23 in August of 1989 and has never looked back. He has built a successful practice over the years. In June of 2017 Tony embarked on another chapter of his business creating Great Lakes Wealth Advisory Group Inc. which would ensure financial advice and service for many generations to come.

Tony is excited to help his clients achieve peace of mind for themselves and their family’s future. In all of the changes that have taken place in the financial services world one thing has remained constant and that is the client is at the center of what we do.

He has been a member of Advocis since 1989-present an organization that is focused on developing technical knowledge, compliance and ethics to meet the everyday demands of both financial advisors and their clients.

Tony promises to be knowledgeable, transparent, accessible and professional in both his personal and professional life. His commitment to continuing education will make sure that he is current with the latest developments, skills and new technologies as the financial service is a dynamic industry with the common denominator being change.

His expertise in the disciplines of insurance, investments and estate planning, with individual, businesses, affluent market is unrivalled in the industry.

I have been a financial advisor for over 20 years and provide my clients with personalized service regarding all financial services. My clients receive full disclosure and confidentiality and most importantly they receive the level of service that they expect and deserve.

As director of employee group benefits and pensions I take an individual approach to your employee benefits plan that’s right for you and helps your staff stay healthy and productive. After working with you to understand your vision, I’ll build the right plan, find the best provider and offer the support you need.

I have been a financial planner since 1996. I became a financial advisor in order to help people achieve their goals and dreams. It is important to me to serve those who would like advice on developing their own financial plan.

I have been an Advocis member since 1996, an organization that focuses on developing technical knowledge, compliance and ethics to meet the everyday demands on both financial advisors and their clients.

It is important to me that you the client have full disclosure and transparency on all products that you purchase along with the privacy you deserve. I will always be trustworthy, honest and diligent in my duties to you and will always be available to answer any questions that you may have. I am a firm believer that service is of utmost importance.

I was born in Sault Ste. Marie, raised on Third Ave. in the Abruzzese section of the Italian community, graduated from the now-closed St. Joseph's grade school, followed by St. Mary's College, then the University of Ottawa where I completed my degree in Medicine, returning to practice in the Soo from 1974 to 2005. 

After leaving medical practice, and still anxious to give value to life, it seemed logical to me to go from one "advice-oriented occupation" to the next: "financial advice" which is almost as important as health care advice. And so, in 2006, I found myself again in a post graduate training program at London Life headquarters in London, Ontario where I qualified for my new occupation — FINANCIAL SECURITY ADVISOR. 

Newly trained, qualified, and now licensed, I became part of the London Life (now Canada Life) team in Sault Ste. Marie. During that time, I also managed to obtain my Certified Health Insurance Specialist (CHS) certificate qualifying to do group benefit plans, as well as to advise on the other more traditional mainstays of financial advice like life, critical illness, disability insurances, and investment products (mutual funds and segregated funds) — all the aspects of estate planning. I have been a member of the group ADVOCIS, a professional body which sets standards of educational uniformity and conformity across the country. 

It is at the London Life offices where I met the other partners of this group that constitutes Great Lakes Wealth, and as a whole we all adhere to the principles of regulatory compliance, educational excellence, accessibility, and openness. 

Though my qualifications and interests in financial advising extend to all age groups and genders, I am most interested in planning with the "older" clients among us, with whom my bio implies I'd most likely identify! 

I am proud to be a member of this team, and look forward to serving your needs, while assuring any current or prospective client that your needs will be well attended to by myself, with the back-up of a knowledgeable and skilled team of advisors that constitutes Great Lakes Wealth and Advisory Group.