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Piero Mazza, CFP, CFA, CIM, TEP

Director, Wealth Planning

‚ÄčAs 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, Society of Trust and Estate Practitioners and the CFA Society of Toronto.