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.
On the Edge of Recession
Jan 25, 2023
Global economies are struggling to find equilibrium in the wake of the great re-opening. Will 2023 be the year of recovery or of recession? The answer may vary by country....Read more
Multi-Asset 2023 Year Ahead Outlook
Dec 22, 2022
Start the new year well-informed! Our 2023 Investment Outlook shares our forecasts for inflation, currencies, fixed income, and equity to help you navigate the year ahead....Read more
Should market conditions affect how you invest?
Dec 15, 2022
The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?...Read more
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