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Joseph Fanaki
Kelly McIlwain
Wendi Ferguson
Taylor Zak

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

Testimonials

Joe Fanaki has been my Investment Advisor for over a decade. He is knowledgeable, trustworthy, and reliable. He listens and follows through. His sincere and unpretentious manner is refreshing.

It is also always a pleasure to deal with Joe's Investment Representative, Kelly McIlwain. She is efficient, dependable and has a great sense of humour. It is comforting to know that she will follow through on all requests.

Jim Chouzouris, Joe's Associate, is personable, knowledgeable and trustworthy. He always patiently takes time to respond to my questions and to offer advice.
H.H.

It is a pleasure dealing with Joseph Fanaki. His knowledge and insight into the industry are some of his most endearing qualities. Joe is aware of every aspect of the industry and it is a pleasure having him as our Investment Advisor.
L.G.

It is with a great deal of thanks and appreciation that I write this letter. Over the course of the past 12 years as your client I have received nothing but the best when it comes to customer service and care. Aside from offering sound expert advice regarding financial planning, your team’s ability to go that extra mile when it comes to serving my needs is amazing! I have gained a strong sense of security in knowing that my future is in excellent shape financially thanks to the advice and recommendations you have offered. You always seem to put the customer first – ahead of anything else – and I’m positive it is a key component to your success in this industry. I just wanted to let you know how appreciated you are and to let you know that whenever an opportunity presents itself I will always recommend you.
A.H.

We would like to extend our sincere and great appreciation to Mr. Fanaki, Mr. Chouzouris, and Ms. McIlwain for their excellent support to myself and wife. We have been dealing with Mr. Fanaki and his team for quite sometime and he has proved with his excellent knowledge of the market where to direct both of us to the best in all our investments. We also acknowledge his honesty and expertise is far beyond explanation.
Thanks again for you support over all these years.
A.G.