Holistic & Transparent Financial Guidance
Our team has brought over 40 years of exceptional service and financial advice to the town of Orillia, and the surrounding area….numerous awards and accreditations throughout mission to provide the very best, holistic financial advice.
Our deeply rooted, evidence-based approach harnesses inspiration from the Nobel Prize winning works of economists Harry Markowitz and William Sharpe – with accordance to the modern financial landscape, to help you pursue a prosperous, healthier and more fulfilling life.
Marino
B.A.Sc. (Eng), MBA, PFP®
Partner, Financial Planning Advisor
Marino entered the financial services industry in 2015 after completing his MBA at York University’s Schulich School of Business. Prior to that, Marino enjoyed a successful 10-year career in the healthcare sector, working primarily in Corporate Strategy and Planning for St. Michael’s Hospital and the University Health Network in Toronto.
Marino also holds an undergraduate degree in Industrial Engineering from the University of Toronto. With his analytical background, he supports clients with their complex financial decisions, but he also places a great deal of emphasis on education and coaching clients to become active participants in assuring their financial well-being. Marino’s personal mission is to help clients balance living for today, while still planning for the future.
Marino is proud to call Orillia home after moving to the area with his wife Kirstyn and their daughter. Marino is currently the Vice-Chair of the Orillia and Area Hospital Recruitment and Retention committee. He also is the past chair of the Orillia Food Bank capital campaign and board member of the Orillia Cricket Club.
In his spare time, Marino enjoys any excuse to get outdoors. Whether it’s mountain biking on the vast network of trails in the area or cycling through the rolling hills of Simcoe County. Marino also has a passion for cooking and trying out new recipes for his family and friends!
Adam
B.A.
Partner, Financial Advisor
Adam has long been involved in the family business and is now pursuing a similar path to his father. In 2019, after five years in the hospitality sector as General Manager of South Bay Cove Yacht Haven marina, Adam set out to permanently join Tony & his team. Having completed his Canadian Securities Course, he is currently assisting in every aspect of client relations and their financial matters.
Adam was born and raised in Orillia, and currently resides in Barrie with his partner Hannah. After carefully navigating a career change, the purchase of a new home, as well as the global pandemic, he is happily settling into this chapter of life. In his spare time, Adam enjoys any adventure. Trips to British Columbia for deep powder skiing, or the many multi-day hiking and biking trips he’s carried out are among his biggest joys. Adam also appreciates both the challenge and solace of a round of golf.
Adam will continue to explore the vast expanse that is wealth planning to develop his own methods and practice, with an extensive, supporting foundation already in place through these last few years in action, and last few decades in life, with Tony as his mentor.
Sandra
Branch Office Administrator
Sandra joined our Assante team in August 2022. Sandra has spent most of her professional career within the finance industry. She actually started her journey with Assante in 1998 and we are pleased she has returned after 15 years of working with IPC Securities. More recently working as the Office Manager with an IPC Branch, she wore a variety of hats; responsible for training, technology, contract and vendor management, along with regulatory change administration.
With a recent family relocation to the Southern Georgian Bay area and being able to realize her family dream of owning a hobby farm, Sandra is now the proud mama of a dog, two cats, 15 chickens, 5 turkeys and two goats; in addition to her human kids.
Lindsay
H.B.Sc., HBSW, MSW, RSW
Client Relations & Marketing Coordinator
Lindsay joined Assante in the Spring of 2021, branching out from her Social Work private practice. She has worked in various public and private sectors of healthcare for fifteen years. As Lindsay continues working in her hometown, she is very excited to be applying her Social Work skills to the Wealth Management field to assist clients with administrative needs.
Lindsay holds a Master of Social Work degree from the University of Waterloo, an Honours Bachelor of Social Work degree from Lakehead University and an Honours Bachelor of Science, from the University of Waterloo. In her spare time, Lindsay is an avid volleyball player, a member of the Executive of the Orillia Co-Ed Volleyball League and participates in the Barrie Women’s Volleyball League. Whether it’s skiing, hiking, kayaking or spending time at the family cottage, Lindsay loves being in nature. She especially enjoys spending time with her family, nieces and her “furbabies” rescue dogs Rosie & Ruby.
Kate
Client Service Associate
Details coming soon!
”I have been a client of Tony Katarynych since the mid-1980s when I was approaching 40 years of age. Tony had been advising my parents for a number of years and had made good investment decisions for them. Although I had an MBA and was well versed in fiscal management theory, I did not care to look after my own money so I asked Tony to look after it for me. For the past 20 years Tony has been my ideal analyst/advisor. He and his staff do all the work. Occasionally I have to sign a form or state a preference... but that's all. The fact that he operates out of Orillia and I live in Toronto has had no negative impact thanks to phone, fax, and email technologies. I trust Tony's judgement implicitly. He demonstrates an advanced knowledge of the investment market that I could never hope to acquire... even should I want to. Thanks to Tony, I feel confident that I will be able to retire with the funds necessary to enjoy my golden years.
— Valerie E.Software Consultant
Assante Advantage
Assante is Canada’s third largest investment firm–currently managing over $53 billion in Canadian wealth. We bring Assante’s reputation of excellence, and strict adherence
to financial integrity to the community of Orilla. Family run with over 40 years of experience in financial services, we are proud to provide you with the highest quality of guidance in a wholesome environment.
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Learn how we can align your wealth, values & dreams
We are a holistic financial advisory firm with a deeply rooted, evidence-based approach to wealth planning and investing.
