Remo Cardone
Senior Investment Advisor
Senior Portfolio Manager
CIM®
FCSI®
Let’s create the roadmap to the future you envision.
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Remo is the founder and lead advisor of the Cardone Wealth Management Group. With more than 20 years of experience in financial services, he and his team strive to serve the needs of affluent families with the highest standards of integrity and transparency. Drawing on the support of the broader TD Wealth team, Remo acts as a Family CFO, helping to simplify the complexities of his clients’ financial lives. Remo graduated from the University of Calgary and holds the following designations: Fellow of the Canadian Securities Institute (FCSI®️), Certified Investment Manager (CIM®️) and Certified Financial Planner (CFP®️). In today’s fast-paced world, Remo believes in ongoing professional development and continues to complete professional courses offered by the Canadian Securities Institute. He is well-positioned to understand the unique needs of high-net-worth families and is committed to building long-term relationships based on trust and exceptional client service.
Outside of the office, Remo enjoys spending time with his wife and three children, hiking in the mountains, biking, and fly-fishing. An active and engaged member of his local community, Remo has coached football and hockey for over 25 years, and has volunteered with the Canadian Cancer Society.
Certificates
CIM®
FCSI®
Cardone Wealth Management Group
We believe that successful wealth management is rooted in personal values.
Working closely with you, we will pull all the pieces of your financial life together into an integrated wealth strategy that thoughtfully considers risks and opportunities as they apply to your unique lifestyle goals, personal circumstances and family dynamics.
Our process is designed to help you adapt to the inevitability of change.
Meet: We start by meeting in-person to get to know each other. We ask a lot of questions and answer all of yours.
Present: Based on our in-depth discussion and portfolio review, we present, discuss and confirm any modifications to your proposed wealth plan.
Implement: In collaboration with a select team of TD Specialists, our team executes on each element of your strategy.
Communicate: Together, we regularly review your plan and progress toward your goals - listening closely to your feedback and answering all of your questions.
Adapt: Planning never ends. We continually analyze and adjust yoru plan, as needed, based on your evolving lifestyle needs.
Services we offer in collaboration with TD Specialists
- Investment strategies
- Tax efficiency
- Cash-flow management
- Education savings
- Business succession support
- Trusts and wills
- Custom credit services
- Retirement planning
- Planning for major purchases
- Protecting your assets
- Wealth transfer
- Charitable giving & Philanthropy
- Private banking
- Insurance