As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Anthony Visconti, CFP®, CLU, BAS, CHS
Anthony Visconti, BAS, CFP, CLU, CHS, President, is a graduate of York University with an honors degree in Business with a specialization in Finance. He is a Certified Financial Planner(CFP). Chartered Life Underwriter(CLU) and Certified Health Insurance Specialist (CHS). Anthony believes in customizing financial solutions to each client's particular situation and takes great pride in his work and the positive impact it has on his clients' lives.
Anthony lives in Aurora with his wife Vanessa, sons Gabriel & Nicholas and newborn daughter Juliana. He enjoys living an active lifestyle by playing soccer, running, and biking. He enjoys traveling and spending free time with family and friends.
Tracey has extensive experience in Office Operations and Client Relations. She has worked in a vast array of industries over the years, including Film, Philanthropy and most recently Finance. Tracey bodes a passion for helping people and it will be her pleasure to provide both administrative and client relations support to Visconti Financial Group Inc. Feel free to contact Tracey for any questions or concerns you may have. She will take immense pride ensuring you feel well taken care of and that your needs are being met with efficiency and accuracy. Tracey's professional integrity and strong work ethic will most certainly benefit the daily operations at Visconti Financial Group Inc.
Tracey lives in Thornhill with her husband Alon and three children, Erin, Ethan, and Jacklyn. She volunteers for organizations whose work supports social inclusivity, mutual understanding and respect. When she's not working, she enjoys spending time with family and friends as well as exploring Toronto's diverse cultural offerings.
Carmen provides administrative support to Visconti Financial Group Inc by completing tasks such as processing applications, administrative forms, transactions such as purchases, redemptions, switches and conversions. Carmen takes great pride ensuring all processing is completed in a timely and efficient manner. Her attention to detail and strong work ethic are integral to the daily operation at Visconti Financial Group Inc.
To book an appointment with Anthony Visconti to discuss your personal, family or business financial goals and objectives please email firstname.lastname@example.org, or for any administrative concerns, please contact Carmen at: 905-475-0122 ext 6291 or Jingwen.Huang@freedom55financial.com,