Tony Buonaguro, Investment Advisor,Vancouver, BC

Phone

Office

Office Location

700 West Georgia Street Suite 1000 - 1101 Vancouver, BC V7Y 1A2. map

For over 12 years I have worked for investors providing guidance on income and growth financial strategies, retirement and estate planning strategies. I have learned what matters most to you may go well beyond the investment discussion. Our team and I specialize in helping our valued clients like you further explore the following wealth considerations:

1) Building net worth

2) Protecting what matters most

3) Provide tax efficient advice

4) Leaving a legacy

Our team brings together specialists in the areas of Insurance, Estate Planning and Tax strategies to address all areas of your financial strategy.

My process:

Discovery

Understanding your whole picture is the first step towards creating a financial strategy designed with the purpose of meeting your unique expectations now and in the future.

Build a Financial Strategy

Once we understand who you are as an investor and what your long-term objectives are, we can form a financial strategy designed to meet your objective.

Monitor and Adjust

I am committed to continuously monitor and adjust your financial strategy as changes occur. These changes may be in Financial Markets but also may be changes to your personal situation.

The world is different today and so your portfolio needs to evolve to reflect the changes that are occurring.

My credentials include:

CFA Charterholder (CFA®) - The gold standard among global investment industries, focused on global investment knowledge, professional standards and ethics.

Certified Financial Planner (CFP®) - Recognized internationally for excellence in financial planning.

Certified Retirement Specialist – Ensures the knowledge needed to help you determine and then meet your retirement planning goals.

Discretionary Portfolio Management - You will receive objective client focused advice, effective risk management, and best execution and implementation of portfolio strategies

About me:

My wife and I love creating new dishes in our top chef kitchen. Our ingredients are freshly handpicked from our home garden of basil and heirloom tomatoes.

Together we have two children, Isabella (11) and Francesco (8). Both are green belts in Karate. Isabella aspires to be an artist and Frankie is a talented rising soccer star. Isabella and Frankie love playing with our family dog (2 yr. old Keeshond) named Ema.

During the Winter we head up to the mountains to ski, and in the Summer we like to go camping and hiking as much as possible.

Phone

Fax

(604) 482-2526

Branch Phone

(604) 482-8400

Branch Fax

(604) 482-8427

Certificates

CFA®

CFP®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

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Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.