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Santo Cugno

Investment Advisor

  • CIM®
  • PFP®
  • CEA

Working together to help you achieve what truly matters to you

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.

ADDITIONAL CONTACT

Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224

EDUCATION

Honours Bachelor of Philosophy and Political Science from The University of Western Ontario

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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