SENIOR WEALTH ADVISOR
Aldo believes that every Canadian’s financial affairs should be a source of comfort and security, not a source of stress. He is a passionate advocate of comprehensive financial planning paired with thoughtful investment strategy design, and has made these twin pillars of financial success the centerpiece of his “Financial Architecture” service model.
Aldo’s Financial Architecture model consists of legacy, tax, estate, cash flow, insurance and philanthropic planning integrated with a highly-diversified, long-term investment strategy. Every plan is customized to each client’s unique risk profile and objectives. He regularly liaises with his clients’ accountants or other outside professionals to ensure that the Financial Architecture of every one of his clients portfolios is optimized, particularly when it comes to minimizing tax.
A key element of Aldo’s offering is a strategic relationship with a private family office and portfolio management firm. This affords his clients exclusive access to institutional-quality discretionary portfolios which would otherwise be available only to the ultra-high net worth.
When it comes to a client’s Financial Architecture, Aldo eschews the flavour-of-the-week or any big bet investment approaches that often prove damaging in the long run. He believes that “risk should be a decision, not a surprise.” He serves his clients on either a transparent, fee-only basis, or a traditional transactional fee model, in order to best align him to serve their individual needs.
Anyone who knows Aldo, knows him as an enthusiastic Torontonian, where he has lived all his life, as a devoted father and as an ardent Toronto sports fan. Aldo graduated with honours from the University of Toronto in 1987 and has continued to enjoy helping his clients achieve their financial dreams, since his career in wealth management began in 1992.