Toll Free: 800-387-9314
50 Burnhamthorpe Road West
2825 Eglinton Avenue West
Carlos Casanova, BA, PFP
Carlos is a Wealth Advisor with over 20 years of experience in the investment field. Through various roles in retail banking, private banking and Wealth Advisory, he has become very passionate about helping clients meet and exceed their financial objectives.
He earned a Bachelor of Arts from the University of Toronto and has successfully completed the Canadian Securities Course, the Conduct and Practice Handbook Course, the Professional Financial Planning Course, and the Wealth Advisor Fundamentals Program.
Piero Mazza, CFP, CFA, CIM, RPA
Senior Wealth Management Consultant
As a member of the Wealth Management Consulting team, Piero brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.
He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Piero has 15 years of experience in the financial services industry having worked for a large, Canadian brokerage firm and Insurance company as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning.
Piero has a Business Degree, is a member of the Financial Planning Standards Council and the CFA Society of Toronto.
Chris Markou, LL.B., B.A. (Hons)
Senior Manager, Trust & Estates
His role is to provide enhanced planning support offering expertise in Trusts, Wills, Probate and Estate Planning, wealth transfer and estate administration.
He was called to the Bar in 2003. Over his career he has operated his own law firm, worked as in-house counsel for a title insurance company, and worked at one of the oldest and largest law firms in Brampton.
Most recently, his practice was split between estates law and real estate law. He has implemented complicated estate plans involving business owners, high net worth clients, farmers, blended families, and families including persons with disabilities. He also assisted executors, beneficiaries or persons appointed pursuant to Powers of Attorney with respect to estate administration. On the real estate side, he was involved in commercial and residential purchases, sales, refinances, and commercial leasing matters.
Estate and Insurance Advisor
Whether you are focused on growing your investments in a tax efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, our Estate and Insurance Advisor will help with all of your estate and insurance needs.
Trust and Estate Planner
David Tremblett, CFP®, TEP
His role is to ensure a smooth transition and help our clients with Trust & Estate Services.
A well thought out estate plan is critical to protect and transition your wealth to the next generation. Even if you have already designated beneficiaries on your financial accounts, having an estate plan that utilizes trusts can help to ensure that your assets are distributed tax-efficiently, without unnecessary delays and according to your wishes.
Our trust and estate professionals are knowledgeable about tax implications and interpersonal relationships. They can help you manage the key components of your estate plan including your will, powers of attorney, trust administration, corporate executorships, and the disposition and settlement of your estate.
David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will and Trust Planning. He has earned his Certified Financial planner and is a member of the Society of Trust and Estate Practitioners.