Here are some nice things that people have said about our team!

He always makes me feel comfortable talking about my finances...


James Bitanga

Leo is great! He always makes me feel comfortable talking about my finances and always shows how much he truly cares about me as a client and how much he wants me to succeed. He is very trust worthy and I am very happy with the results he has shown me. I would say if you’re unsure of what to do with your money and don’t want it sitting in the bank, you have to go talk to him! He will help you make an informed decision and you will be confident with how your money is invested!

"I admire their values and integrity, truthful and always act with fairness..."


Virginia Canillo Healthcare Worker

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.

Even when I did not understand many things


Jorge Pedraja

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!

"Took the complexity out of financial principles..."


Kathleen E. Project Manager - Toronto Hospital

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.


Dennis and Irene

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!

Really helped me enhance my financial literacy...


Stephanie M PSW & Model

Over the years, Mai has always had a great eye for detail and really helped me enhance my financial literacy skills! She gave me the confidence I needed when it comes to managing my money.

He has been such a big help with all of my financial questions & concerns


Sydney Clarke

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.

Our son can attend post secondary school without taking out any student loans...


Rob Segsworth Vice President - Transportation Industry

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.

Their business model has proven it can survive a pandemic...


Gia Narang ]

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.

I understood more about possible opportunities to make extra money, and also simple ways to invest.


Abigail T.

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!

"I will not hesitate recommending him to anybody..."


Maria Gibbons Home Medical Equipment Consultant

For the last 10 years Anthony has been providing my family sound planning apart from being a trusted friend. I will not hesitate recommending him to anybody who needs direction in terms of their finance. Thank you for all you do and we wish you more success!

goes above and beyond to ensure that I am on the right track...


Andy Cheung

When I first met Leo, I knew right away that he was very reliable and trustworthy. He has helped me so much with my finances and has established himself as a great professional young advisor. He is always there for me when I need him and even goes above and beyond to ensure that I am on the right track.

I highly recommend getting a plan if you’re just getting started...


Genevieve Marketing

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!

Your future self will thank you!


Hannah M.

Leo is very organized, a good communicator and super knowledgeable when it comes to money & finance! I attended a few of Leo's workshops and they were super informative, straight to the point, yet engaging! I would highly recommend to attend at least 1 workshop — I guarantee you’ll learn something new. Your future self will thank you!

"Takes the complexity of the financial jargon, and makes it simple to understand..."


Nicholas M P Military

Anthony has been my dedicated professional "Money Guy" for myself wife and family for the past 10 years. He is committed to my family's financial success needs and is very dependable. Anthony is very passionate and has an extensive knowledge in the financial wealth industry. His approach is very professional, friendly, patient and honest. He takes the complexity of the financial jargon, and makes it simple to understand. This makes me very comfortable and confident as a customer. I would recommend him to my family and friends. You won't be disappointed with his service.


Ria Maderazo

It’s empowering and enlightening. To share and be able to help.

"Will go beyond what is expected of him to deliver results..."


Janice B

We have been dealing with Anthony on various investments over the last several years. Anthony is extremely supportive of his clients, and will go beyond what is expected of him to deliver results. He has always had an intense desire for success in the midst of meeting and overcoming challenges that take place in the economy. Anthony is not afraid to put in whatever time is necessary to accomplish any task while staying focused on results at hand. His skilled combination of communication, organization and dedication, coupled with his unswerving work ethic is advantageous to anyone seeking his advice. He also injects a sense of camaraderie and fun which is infectious and makes him a pleasure to deal with. We highly recommend Anthony without reservation as we have a great deal of respect for his integrity and financial knowledge.

"Allows me to put a lot of trust into his advice and recommendations..."


Calvin Chan Marketing

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.

They were life-changing...


Jacklyn O Healthcare

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!

I thought the recipe to building wealth was all about getting a great return


Jess C. Vice President, Manufacturing

I thought the recipe to building wealth was all about getting a great return on my investments until I saw this video. It forced me to look at my finances on a wholistic level and gave me specific timelines to follow.

I had a financial advisor at the bank that I've been working with for over 10 years...


Cynthia G. ICU Nurse - Toronto Hospital

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.

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