I met Leo through mutual friends at the start of the pandemic. He is not only a great and honest friend, but an incredible mentor when it comes to finances. I’ve always felt undereducated when it comes to money, and as a new graduate, I especially feel a bit overwhelmed coming out of school. I am confident in continuing to rely on Leo to help me with planning for the future and ensuring I have a solid financial foundation to be able to start living my life the way I want to!

10 years ago, we experienced a sickness in our family in which we wanted to support our parents by managing the family finances. At the time, we were overwhelmed financially. Our knowledge was minimal and we were unsure where to begin. The group was life-changing. They helped us organize, analyze and formulate a financial game plan which helped us immensely. Through the years we learned how to tackle debt in a strategic way, save for emergencies and invest in our future. I feel much more knowledgeable, comfortable and in control of my finances. I and grateful to have this team as my money coaches as they are all kind, hardworking, trustworthy and reliable. I know I can always rely on them for expert advice!

The workshop was very informative. Lots of value on on how group Resp vs individual Resp works as well the benefits . Yes I would definitely recommend other families.

Mai and team, thank you so much for all the you've done for my family. My family's finances were OK before we were introduce by Stephanie, it's a lot better now with all your coaching. I have done so much with my savings with my emergency funds and also was able to pay off my car like we planned. I am also now is planning to buy a home for my family. My only wish is to have met you guys sooner. My financial plans would have been a lot better than what they are now but I'm sure I'm glad I have your much needed help now.

Thank you 🥰

I had a financial advisor at the bank that I've been working with for over 10 years. I had all my accounts setup and was generally happy with the results. I friend shared this video with me and honestly. I was skeptical at first because I didn't see how someone could possibly do better. I decided to get a Financial Blueprint because my friend reassured me it was free and made it clear I wasn't obligated to do anything! I went thru the motions and to my surprise, the Blueprint revealed two areas where I was overspending. Because of this free Blueprint, I freed up an extra $233 per month which I now put towards my kids education. This was the most comfortable and convenient money discussion I've ever had.

Looking to set realistic financial expectations for myself as well as improving my financial literacy in general, I had first connected with Anthony earlier last year following a wealth building webinar he hosted. I wouldn’t consider myself the most well versed when it comes to personal finance, and so planning my financial future on my own was scary. I reached out to Anthony who first, took the complexity out of financial principles and put them into a narrative that was graspable and easy to understand. He created a strategic plan for me, but before that, made sure to ask what was meaningful to me as he wanted to understand my views on money and life before understanding my goals.

I've known Anthony and Ginette over the years and what I like about these couple is their undying dedication and love to help families not only people from our community but to everybody. I admire their values and integrity, truthful and always act with fairness all the time.

I know him from one of my co-workers. I have been working with Leo for the last 2 years, and he is one of the best financial advisors I have ever worked with. He is professional, reliable, and trustworthy. I would recommend him to anyone!

Family friend Prompt and ready with our RRSP needs. Leo exudes confidence and knowledge which helped us with our financial needs and decisions. He definitely has good mentors with whom he gets the best support and training. More power to you Leo!

Leonardo was very helpful. Even when I did not understand many things he took his time to explain each thing carefully and in better terms that I would be able to comprehend. Another thing that I would like to note is that he is very organized, all concerns were addressed and handled efficiently thanks to his organizational skills. It was a pleasure working with him, I will surely recommend him to my family and friends. Thank you!

I have mutual funds with Leonardo and my experience has been great. He has always answered my inquiries very promptly and it is very transparent and honest when it comes to financial advice.

As someone who is not too confident in managing my finances, Leo was a big help! His ability to explain alongside his expertise helped me understand & feel comfortable about navigating my finances. Leo exudes confidence and professionalism! He has been such a big help with all of my financial questions & concerns.

I loved the seminar. It was very engaging and informative. Vithu has been very helpful and an amazing mentor so far. They spoke a lot about financial freedom and what that meant to them. I liked that they spoke about their own backgrounds and what is like growing up in an immigrant family; it definitely resonated with me. I think it’s important to note that your educational/ work background and age doesn’t matter and you don’t need initial capital to start your own business. Anyone can do it with hard work, confidence, patience, and determination! Their business model has proven it can survive a pandemic and secure a space in a digital market.

Leo and his team are very engaging and informative. They spoke a lot about financial freedom and what that meant to them. I liked that they spoke about their own backgrounds and what is like growing up in an immigrant family; it definitely resonated with me. I think it’s important to note that your educational/ work background and age doesn’t matter and you don’t need initial capital to start your own business. Anyone can do it with hard work, confidence, patience, and determination! Their business model has proven it can survive a pandemic and secure a space in a digital market.

Leonardo was very helpful. Even when I did not understand many things he took his time to explain each thing carefully and in better terms that I would be able to comprehend. Another thing that I would like to note is that he is very organized, all concerns were addressed and handled efficiently thanks to his organizational skills. It was a pleasure working with him, I will surely recommend him to my family and friends. Thank you!

Attended one of the money series workshops hosted by Leo, Vithu, and Josue. Very informative and fun. All the hosts were upbeat and positive. I understood more about possible opportunities to make extra money, and also simple ways to invest. Very glad I attended!

Mutual Friends Leo impacted my life as a business partner tremendously. I had many questions regarding the financial world and with time, helped me navigate through the discourse. Experience and wisdom is what I found, I am confident that I have to capitalize on the time I have with Leo. His advising and administrative skills are top notch and I would be jealous if another business partner took his time from me! Nevertheless, bound to happen. If you want to find a fast and faux solution, he is not the one for you. Instead Leo will provide you meaningful methodology, techniques and a steady foundation to cope with the evolving financial climate.

I have been looking for a financial coach for a long time. I have had meeting through my work, but those meetings never went beyond the initial interview.

Anthony was very supportive and gave me advice right away that fit my living and financial circumstances. He was clear in his strategy and came up with a solid plan that I could actually understand.

He showed me a way where my assets can be used to help me meet both my short and long term financial goals while at the same time meeting my preferred involvement in setting those goals.

I feel very blessed that I found Anthony and am looking forward to see what more he can do for me in the years to come!

Anthony has always been very helpful, respectful, and transparent. When I have questions, or reservations about anything, he's always very clear and honest, which allows me to put a lot of trust into his advice and recommendations. I especially like how he's always looking out for me and my interests and will follow up regularly. I also appreciate his quick responses and he's always available for a call and readily accessible most of the time so I'm not left hanging or waiting for days for a response.

This team has been so great to our family. I highly recommend sitting down with them especially if you’re just getting started because they will tailor the perfect money strategy for you. This team is a group you want to have in your corner especially if you need that extra sense of security like I did!. Thanks for everything, our life is completely different because of you guys!

Working with Anthony and his team has been a great experience. They took the time to understand our financial situation and our goals, they educated us on options and helped us build a plan. After initial set up, the whole team continually stays in touch to assess our satisfaction, and works with us on adjustments needed to our plans and today, our son can attend post secondary school without taking our any student loans. I highly recommend working with this group - the personal touch, and their genuine concern are an invaluable asset to your personal finances.