Tony Katarynych, FCSI, CFP, CH.F.C., FMA, TEP, CPA
Senior Financial Planning Advisor
Since 1978, Tony has been providing exceptional client service and advice. During that time, Tony has successfully guided clients through several economic cycles and challenging times, and his numerous accreditations attest to his commitment to providing the very best advice. Tony and his team recently were honored to be voted Orillia Today’s Readers’ Choice for Wealth Planning for 2013.
Tony specializes in retirement and estate planning with an emphasis on taxation for business owners, professionals, retirees, and pre-retirees. His personal mission statement is to serve as each client’s Chief Financial Officer so that they may have more time to enjoy life and have fun. Tony is a member of the Orillia District Chamber of Commerce, and a past board member of the Community Foundation of Orillia and Area. He has also volunteered with the Orillia Soldiers’ Memorial Hospital Foundation and was a member of the OSMH board of directors for 7 years. Tony has also chaired the Orillia & Area Physician Recruitment & Retention Committee. He continues to support his local community with various fund raising efforts.
Having been married to Annette for over three decades, Tony is the proud father of Kirstyn, Lindsay, Michael, and Adam, and a very proud grandfather to Hannah. Tony enjoys time with his family, mountain biking, road cycling, kayaking, snowshoeing, hiking, skiing, and a glass of fine red wine.
Can your risk tolerance change?
May 17, 2022
Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....Read more
Inflation Is Not the Only Challenge
May 02, 2022
The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....Read more
Implications of Russia’s invasion of Ukraine and what this means for the investment landscape
Mar 23, 2022
The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....Read more
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