Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
MAP
LIST
Investment Advisor
Working together to help you achieve what truly matters to you
5140 Yonge Street Suite 1600 North York, ON M2N 6L7Map
Santo works with individuals, business owners & their families, as well as heath care practitioners, in designing and implementing tax-efficient wealth strategies that adapt throughout the ever-changing financial landscape. Along with his team, The Currie Group, he offers integrated wealth planning solutions that help their clients accomplish what matters most to them.
In 20 years of working in financial services, Santo has achieved the Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and Certified Executor Advisor (CEA) designations. Santo holds an Honours Bachelor of Philosophy and Political Science from the University of Western Ontario. He enjoys travelling and going on adventures with his wife and two children. Santo actively volunteers in his community, and is currently on the Board of Directors for the Kiwanis Club of Toronto as Chair of the Fundraising and Events Committee.
The Currie Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224
Honours Bachelor of Philosophy and Political Science from The University of Western Ontario
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.