As the Founder and Lead Investment Advisor at The Delfino Group, I focus on ensuring clients create the right financial plan for them and stay on track. Having worked in the industry since 1988, I’ve seen how investor behaviour, not product selection, drives financial success. In my early days I witnessed the big mistakes people made in relying on market timing, and I decided there had to be a more effective way. It’s why I created the Financial Peace of Mind Program™: a comprehensive series of conversations to ensure we set goals, design a portfolio based on your plan, and equip you with investment behaviours to stick with that plan.

I’ve built a team of experienced advisors with unique abilities who share the same beliefs about creating long-term financial success for our clients. Aside from my work leading the team, doing client reviews, and creating investment policies and strategies, my biggest motivator is hearing that I made clients feel better about their wealth plan.

When I’m not advising clients, you might find me golfing, watching period piece dramas or daydreaming about being a ring announcer for the UFC!

Specialties:

• Financial Planning
• Investment Management
• Retirement Planning
• Estate Planning

Qualifications:

• Chartered Investment Manager®
• Fellow of the Canadian Securities Institute (FCSI)
• Personal Financial Planner (PFP), CSI
• Associate Portfolio Manager
• Insurance licensed