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 St., Suite 1600 Toronto, 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