Santo Cugno

Santo Cugno

Investment Advisor

CIM®

PFP®

CEA

Working together to help you achieve what truly matters to you

Phone

Office

(416) 315-3641

Office Location

5140 Yonge Street Suite 1600 North York, ON M2N 6L7. map

Santo works with individuals, business owners & their families, as well as health 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.

Certificates

CIM®

PFP®

CEA

Education

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

The Currie Group

At the Currie Group, our investment philosophy is rigorous, disciplined, and provides a comprehensive, balanced approach to wealth preservation and growth. With a combined 50+ years of financial services experiences, we have a great depth of knowledge and expertise in advising our clients.

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.

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.

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.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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TD Cowen: Three stocks that could benefit from a Canadian soft landing

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Trump’s potential longer-term impact on the financial world

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