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.
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
