About Us

Visconti Financial Group Inc.

Visconti Financial Group Inc. is a Financial Planning practice with over 13 years' experience providing holistic financial planning solutions to young families, professionals, business owners, pre retirees and retirees. Services range from Retirement Income Planning, Portfolio management, Estate planning, Tax planning and Insurance solutions.

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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.

Financial Planner, Markham Ontario ON, Anthony Visconti

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Anthony Visconti, CFP®, CLU, BAS, CHS

Certified Financial Planner & Investment Representative

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 Zohar

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Tracey Zohar

Executive Administrative Assistant

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.

To contact Tracey for administrative assistance, please email tracey@viscontifinancial.ca or call 289-301-4249.

Carmen Huang

Administrative Assistant

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 info@viscontifinancial.ca, or for any administrative concerns, please contact Carmen at: 905-475-0122 ext 6291 or Jingwen.Huang@freedom55financial.com,

What our clients are saying...

  • My expectation was to be provided with the best possible advice specific to my situation (as it evolves) and to be provided with objective, evidence-based solutions which will provide me with the maximum financial benefit (and peace of mind). I valued the very thorough process of gathering all pertinent information regarding my estate, pension, income and expenses in order to produce a very detailed and fulsome projection of my current and future financial situation. I really appreciate the time Anthony has taken to answer all of my questions and provide sound advice based on my goals and concerns. I am really looking forward to continuing my investment and financial planning journey with Anthony. I would certainly recommend Anthony to my family and friends!

    Vini

    April 2021

  • We valued receiving a detailed report and explanation of our finances. When working with a financial planner, we expect to have our questions answered with adequate detail and to have a plan developed to help grow our money. Our expectations were clearly met and we would be happy to recommend Anthony to anyone looking for a Financial Plan.

    Doug and Debby

    Jan 2020

  • We valued the fact that you sat down with us, heard what we wanted to say, asked for clarification and offered suggestions, and then came up with a detailed and well-reasoned plan in a short period of time and communicated that back to us so that we knew what we needed to do moving forward. Thanks!

    Our expectations for a financial planner are several fold: (1) Does the planner communicate well, in that they both listen but also offer suggestions and ideas in a clear easy-to-understand way, (2) Are they able to meet their client at the same energy/level and meet their specific needs? In our case we needed a tax minimization strategy within a short turn around time. (3) Did the planner actually do their job, in that were they able to provide ideas and suggestions that helped address the client's asks?

    We came to see you because we realised that we hadn't looked at how to minimize the taxes related to my Father’s estate planning and my mother’s future financial planning, and you were able to tell us things that we didn't know about, and offered us solutions that helped us with our future financial planning.

    You definitely met our expectations! In some ways, you actually exceeded our expectations. We were hoping that you could respond quickly, and you came up with a detailed and well-reasoned plan faster than we expected!

    Our only area of improvement we could think of was, given that the plan was very detailed, if we had an explicitly spelled out action plan with a timeline for completion.

    We are very happy and would definitely recommend you to our family and friends and in fact have already done so!

    Timothy & Esther

    Dec 2019

  • Anthony made the process very clear and explained each step along the way. He was very honest and straight forward. My expectation from a financial planner is that they are honest and transparent. Anthony definitely met my expectations and I would be happy to recommend him to my family and friends.

    Adel

    Oct 2019

  • When working with a financial planner our expectations are to maximize our investments and have a solid plan for retirement. We now have a greater awareness of our current portfolio and options to best protect our estate. We were provided with good information to use in order to make better investment and estate planning decisions. We would gladly recommend Anthony to our family and friends.

    Jeffrey & Joy

    Sept 2019

  • We value the personal service and detailed explanations we receive from Anthony on an ongoing basis. We feel comfortable recommending Anthony to our family and friends as he is someone who we can trust and has our best interests in mind. He has been great at helping us work towards a comfortable and manageable retirement.

    David & Randie

    August 2019

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Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission. Insurance products, including segregated fund policies are offered through Visconti Financial Group Inc., and Anthony Visconti offers mutual funds through Quadrus Investment Services Ltd. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read your Fund Facts before investing.