Private Wealth Consultant
As a Manulife Private Wealth Consultant, Tony focuses on relationship management to support advisors and affluent clients seeking all-inclusive wealth management and banking solutions. Tony leverages his financial services experience to help advisors deliver value-added services to their high-net-worth clients. Tony works closely with advisors to assess the specific needs of their clients through a holistic discovery process that enables him to present tailored Manulife Private Wealth solutions.
Tony has over 25 years of experience in the financial services industry. He has a varied and extensive personal and commercial banking background. He began his career at one of Canada’s major banks. Tony then spent the next seventeen years at Manulife Bank where he held key roles that include Manager, Credit, Regional Assistant Vice President, Business Development and most recently District Vice President, North Toronto.
TTony holds an Honours Bachelor of Arts from York University. He also holds the Chartered Investment Manager (CIM®) and Life License Qualification Program (LLQP) designations.
Tony enjoys staying active. He is an avid reader and enjoys spending quality time with his wife and their three children.
Manulife Private Wealth offers clients the same approach to wealth management that Manulife uses to invest in its own balance sheet. Receive personalized and integrated wealth management solutions to achieve each of your financial goals. To learn more, speak to your advisor or call Manulife Private Wealth today.