Carlo has over 35 Years of Experience in the financial industry. He has helped many clients with retirement planning, estate planning and insurance and investment strategies. Carlo has spent a significant amount of time during his career developing advanced financial strategies to enable him to service his clients better. His values represent a commitment to his clients and their families. These key values are part of his financial strategy approach to helping each and every client achieve financial independence. Focused on building long-term relationships with his clients, Carlo’s ultimate goal is to help them find sound financial solutions to achieve their goals.
Andrea has over 12 years in the financial services industry. In her previous work experience, she worked in various roles within Retail and Commercial Banking while completing her Bachelor of Commerce and Master of Business Administration (MBA) at McMaster University. Leveraging her extensive financial acumen, she is now dedicated to helping individuals grow their wealth and achieve financial success. With a client-centric approach, Andrea is well-positioned to assist the Team’s Clients through the intricacies of investment and savings strategies. Andrea recognizes the importance of thoroughly understanding and respecting the needs and values of each Client. Her track record of building meaningful relationships and delivering results makes her the ideal partner for those seeking to manage their wealth effectively.
Jane has been a part of the Carlo's team for over ten years. She works closely with Carlo DeLuca to provide the administrative support needed to ensure operations run smoothly. Committed to excellent customer service, Jane is focused on ensuring client needs are met. Prior to joining Carlo's team, Jane worked several years for a major bank and had a wide range of responsibilities.
