Enriching your finances begins with an initial consultation–giving us insight of your current situation and your most cherished financial goals.
It’s our mission to help create wealth and prosperity for Canadian families: we achieve this by regularly monitoring, reviewing and adjusting methods to help ensure you thrive in the present–before you eventually retire comfortably.
We are part of the Assante group that manages over $53 billion in Canadian wealth–and we look forward to discovering how we help you live a happier, healthier and more fulfilling life
| Meet the team
Our award-winning team has provided exceptional financial services for over 40 years–successfully guiding clients amidst challenging economic cycles and uncertain times.
Your initial consultation can occur at our office, or from the comfort of your home over a phone/video call.
| Goals discussion
Let’s discuss what we can do to help you and your family achieve your financial goals.
Our holistic strategies are equally proactive and defensive–encompassing each of your passions and priorities From here, we strategize on how to help you maintain your current lifestyle and grow your hard-earned wealth.
| Review your current finances
Together, we can make informed financial decisions that navigate you towards long-term prosperity.
We’ll conduct a high-level review of your cash-flows and existing investments–helping us best determine the solutions to fulfill your goals and aspirations.
| Asses your portfolio
To plan for financial success, we do more than review numbers.
Your no-obligation financial analysis, portfolio review, and retirement projection is implemented into your holistic financial plan–and how we can fund your dreams, family and legacy.
| Leave the rest to us
After establishing your goals, aspirations and timelines, we build you a custom-tailored wealth plan.
Your money should continually work for you and your family. We always plan for tax efficiency, mitigate financial risk and optimal investment returns–helping guide you towards eternal prosperity.
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!
Book a Consultation
In Person
384 West Street North, Suite 1
Orillia, ON L3V 5E6
Monday to Friday 8:30 a.m. to 5 p.m. ET.
By Phone
