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Arsenios Vergis

Investment Advisor

Tel: 416-928-9133
Fax: 416-515-1586
Toll Free: 1800-924-0558

Arsenios Vergis
Ornella Grossi-Novillo

Address
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
Map

Contact Me

Our Services

Tax Management
  • Review current and future tax situations

  • Uncover opportunities to save taxes or defer taxation

  • Develop strategies to cover future tax liabilities
Investment Planning
  • Review and assessment of current investment portfolio(s) held at other institutions to determine if there are opportunities to enhance your financial potential.

  • Establishment of investment objectives

  • Asset allocation strategy and security selection

  • Portfolio design and security selection

  • Investment management and advice

  • Selection and monitoring of investment managers

  • Portfolio review and rebalancing
Retirement Planning
  • Develop strategies for meeting goals such as:

    • Determine additional savings needed

    • At retirement develop a tax efficient income strategy
Legacy Planning
  • Assess current and potential estate value

  • Determine obligations (debts, dependents, taxes, probate costs)

  • Identify estate planning issues and opportunities

  • Devise strategies to fund obligations and wishes

  • Business succession planning
Income and Asset Protection
  • Income continuance planning (life and disability insurance)

  • Develop asset protection strategies (mortgage, life, business continuation and critical illness insurance as well as insurance for estate planning)
Credit and Banking Strategies
  • Effective credit management - mortgage, line of credit, personal and business loans

  • Cash management
Philanthropy
  • Strategic philanthropy and charitable giving solutions