◆ Toronto, ON · AboutThe advisor you will actually be working with.
Not a rotating representative. One person who knows your situation, and a team behind him.
What working together looks like
It begins with a conversation.
- Forty-five minutes, sometimes an hour, on your full financial situation — what you have built, what you want it to do, and what worries you about it. Clients frequently describe it as the most thorough financial conversation they have had.
- You receive a written plan, at no cost and with no obligation.
- Then a call to answer whatever it raised. Paperwork only exists if you decide you want it.
The advisor you will actually be working with.
Luca leads The Ciminelli Group, a full-service wealth management practice serving families across the Greater Toronto Area — Richmond Hill and King City, where he lives, through to Oakville, Mississauga and central Toronto, where he grew up.
“We just want to be an extension of their family.”
Clients frequently describe the first conversation as the most thorough financial conversation they have had.
Why one team
The practice is built around a straightforward idea: that one team should hold the whole picture.
One team, not four
An advisor at one firm, an accountant at another, a lawyer seen once a decade, an insurance broker you cannot quite remember appointing. We replace the committee.
Tax prepared in-house
Your investment strategy and your tax strategy are built together rather than bolted together in April.
Planning across generations
The planning horizon includes your children and grandchildren. Most of our client relationships eventually include them too.
What we cover
The Private Client Program begins at $500,000 in investable assets.
We say that plainly because it saves you time if it is not a fit, and because the depth of planning we describe is what that threshold pays for.
Toronto, ON
Start with a conversation.
No cost. No commitment. Forty-five minutes.
Book your complimentary financial planning session