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.
2022 Multi-Asset Outlook
Dec 24, 2021
Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....Read more
RRIF, meet JLTD
Dec 15, 2021
If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....Read more
Prepare for the unexpected
Dec 15, 2021
The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....Read more
Leave a Note
Please fill out the form below