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Wealth Advisor, PFP
Al specializes in connecting you with the right partners at the right time. His attention to detail leads to creating a personalized service by bringing in the expertise of his partners to help build a comprehensive plan. Although he started his career in banking, he moved over to the wealth management advisory side to further diversify what he could offer, which is why there is such focus on his partners.
Al is born and raised in Sudbury, so is well known in the community. He holds the Wealth Advisor & PFP titles, is insurance licensed, is currently working on obtaining his Chartered Investment Manager (CIM) designation, is fluent in Italian and has over 30 years experience. Outside of work you will find Al with his wife Elena and spending time with his niece Francesca and nephews Nicholas and Matteo.
After graduating from UWE in England with a B.A. (Hons) in Business Administration, Louise emigrated to Canada in 2002. Since then, she has accumulated 18 years of experience in the financial services industry including obtaining her Personal Financial Planning Course,Critical Illness Certificate and currently working on obtaining the Elder Planning Counselor Designation. Louise brings to the team expertise in operations, compliance as well as business planning.
Client focus and satisfaction are at the heart of her role. By providing day to day operations support including account administration, booking appointments, handling telephone inquiries, money movement and marketing, Louise's aim is to thoroughly listen to, and engage with, each client to ensure quality service and execute accurately and efficiently all account transactions.
Whilst she was not born and raised in Sudbury, her husband John is and this is where they have chosen to stay and raise their three children, Reece, Ali & Claire with our Golden Retriever Tempo and Bernese Mountain dog, Penny. In the winter when she has spare time, she likes to go to the theatre or to the spa, whilst in the summer you'll see her family at their camp in Noelville.