Anthony Gismondi and Eric Selvaggi are Investment Advisors who specialize in servicing high net worth and affluent clientele. For a combined 25 years of experience, Anthony and Eric's dedication to exceptional client experiences and tailored wealth strategies have become the foundation of their practice. They provide comprehensive wealth management services to personal and corporate clients. Their services included: financial planning, investment management, and tax and estate planning strategies.
Anthony and Eric's unique approach to wealth management utilizes the innovative field of Behavioral Finance to understand their client's wealth personality and driving factors behind their financial decisions. Both have completed specialized training for high net worth clientele through TD and the Canadian Securities Institute. Anthony holds the Certified Financial Planning designation since 2000 and Eric holds the Chartered Investment Manager designation. Anthony and Eric are also Life Insurance Advisors with TD Wealth Insurance Services.