Anthony Reino, CFP

Senior Financial Planning Advisor

With over 25 years in the financial services industry, Anthony has been able to hone his financial planning skills and help his clients comfortably achieve their financial goals and transition into retirement with no worries.  Having held investment specialist and financial planning positions with various large Canadian banks, he brings a strong understanding of the personal financial industry to help his clients navigate this often-confusing world.  Anthony strives to focus on searching for the very best and appropriate solutions for his clients and their families in the same manner as he deals with is own family’s financial needs.  Personalized and individual service is paramount to his client service model. 

Darrell Currah, CPCA

Senior Financial Advisor

Darrell has over 23 years of experience in the financial services industry, and as such, has the knowledge and skills to help clients achieve financial independence. His hands-on approach allows him to provide personalized advice for individuals of every age and stage of life. Whether working with a small business owner, a young professional or a recent retiree, Darrell brings holistic wealth management strategies that encompass all aspects of their financial well-being. Darrell is committed to developing sound solutions to address the current financial needs of his clients and their families, while also focusing on long term goals and retirement planning.

Darrell studied Business Administration in the United States on a golf scholarship. Following university, Darrell turned professional and became active in both playing and teaching the game of golf at a high level. In 1998, Darrell made the decision to leave the golf industry in favour of a career in Financial Services.

Darrell is married to Kelly, and together they have four amazing daughters. He is passionate about sports, particularly when it comes to baseball and the Boston Red Sox. During his spare time, Darrell enjoys coaching kids’ sports and volunteering within his children’s school community.

Credentials

Investment Funds Institute of Canada Course (IFIC)
Certified Professional Consultant on Aging (CPCA)
Life and Disability (Level 2) Insurance Course
Financial Planning Foundations Course
Taxation and Investment Planning Course
Segregated Funds Course
Sequoia Systems Professional Sales Training
Gallup Executive Leadership Training

Associations/Boards
Advocis (Association for Financial and Insurance Advisors)
Community Centre 55 – Share a Christmas Volunteer
Toronto Daily Bread Food Bank - Volunteer
Parent Council – Volunteer
Topham Park Youth Softball – Coach/Volunteer


 

Janet Barnett

Investment Funds Associate

Jane Turner

Branch Manager
Insurance Advisor

Karolyn Bond

Administrative Assistant

Leave a Note

Please fill out the form below