Tony Buonaguro
Senior Investment Advisor
Senior Portfolio Manager
CFA
CFP®
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
For over 15 years I have worked for investors providing guidance on income and growth financial strategies, retirement and estate planning strategies. I have learned what matters most to you may go well beyond the investment discussion. Our team and I specialize in helping our valued clients like you further explore the following wealth considerations:
1) Building net worth
2) Protecting what matters most
3) Provide tax efficient advice
4) Leaving a legacy
Our team brings together specialists in the areas of Insurance, Estate Planning and Tax strategies to address all areas of your financial strategy.
My process:
Discovery
Understanding your whole picture is the first step towards creating a financial strategy designed with the purpose of meeting your unique expectations now and in the future.
Build a Financial Strategy
Once we understand who you are as an investor and what your long-term objectives are, we can form a financial strategy designed to meet your objective.
Monitor and Adjust
I am committed to continuously monitor and adjust your financial strategy as changes occur. These changes may be in Financial Markets but also may be changes to your personal situation.
The world is different today and so your portfolio needs to evolve to reflect the changes that are occurring.
My credentials include:
CFA Charterholder (CFA®) - The gold standard among global investment industries, focused on global investment knowledge, professional standards and ethics.
Certified Financial Planner (CFP®) - Recognized internationally for excellence in financial planning.
Certificate in Retirement Strategy – Ensures the knowledge needed to help you determine and then meet your retirement planning goals.
Discretionary Portfolio Management
You will receive objective client focused advice, effective risk management, and our best execution and implementation of portfolio strategies.
About me:
My wife and I love creating new dishes in our top chef kitchen. Our ingredients are freshly handpicked from our home garden of basil and heirloom tomatoes.
Together we have two children, Isabella (16) and Francesco (12). Both are blue belts in Karate. Isabella is enjoying Boxing classes and Frankie is a talented rising soccer star. Isabella and Francesco love playing with our family dog (6 yr. old Keeshond) named Ema.
During the Winter we head up to the mountains to ski, and in the Summer we like to go camping and hiking as much as possible.
Phone
Fax
(604) 482-2526
Certificates
CFA
CFP®
Your Goals, Our Priorities
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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
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
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
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.
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