Anything is possible when you
manage your money the right way

Team of the Year
National Bank Financial AB&O

Rising Star of the Year Finalist
Wealth Professional Canada

Rookie of the Year
National Bank Financial AB&O

Aligning Your Family’s Vision

We put together every aspect of your financial puzzle
so you have a clear picture of your wealth.

Financial Planning

Financial planning is more than budgeting, saving or the perfect investment strategy. We’ll help you set a course toward achieving your life goals through the proper management of your financial affairs.

Portfolio Management

We’ll review and analyze your financial situation and understand how they align with your goals.  We’ll help you optimize the mix of your investment portfolio and minimize your taxes.

Retirement Planning

Our entire practice is dedicated to aligning your family’s vision with a strategic plan, allowing you to build, protect and manage your wealth, establish your legacy and share your values with future generations.

Insurance Planning

Unforeseen risk can arise when least expected and impact you and your family’s well being.  Our team will strategical use insurance products to mitigate risk, protect your family and preserve your financial assets.

Tax Planning

We review your financial situation and help to reduce, minimize or defer your Canadian and global tax burden though organized tax planning.

Estate Planning

Our highly-trained estate and trust specialists will work to guide you through this important process. No matter what stage of the planning process you’re in, we’re here to help.

Are you getting enough from
your current wealth planning?

How to get started

1. Schedule an appointment

What Clients Are Saying

Marci F.Business Advisor

“The Esposito Team has cracked the code for building and maintaining meaningful relationships ”

Mark M.Business Owner

“Esposito Wealth Management made money work for me outside of my day-to-day business”

Chris M. P.Eng

“Esposito Wealth Management is friendly and easy to deal with, and always keeps in contact”

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