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

Contact Me

Working With Us

While our clients come from many backgrounds, there are several commonalities we see in our most successful relationships:

Key Traits
  • Are interested in building and maintaining wealth

  • Are successful in their building and personal lives

  • Willing to follow a disciplined and pension-like approach to managing and protecting their wealth

  • Are conservative investors

  • See us as the main counsel for their business and/or personal and family's wealth
How We Help...

Senior Corporate Executives
  • Risk reduction strategies that are structured to meet the needs of high net worth clients with concentrated equity exposure

  • Integration of complex compensation, retirement, tax structures

  • Delegation of investment and financial management processes

  • Advising of termination/severance issues
Accomplished Junior Professionals
  • Guidance and coaching of multiple financial, personal and career priorities

  • Develop habits and techniques for building wealth
Business Owners and Incorporated Professionals
  • Integration of business and personal financial structures

  • Identify issues and solutions for estate planning, wealth protection and tax minimization

  • Implement effective business succession plans

  • Short, medium, and long term cash management solutions
Retirees
  • Integrate planning needs of all family members

  • Income generation

  • Preserve and protect wealth for generations