Your local team with a global perspective
We put together every aspect of your financial puzzle so you have a clear picture of your wealth.
What Our Wealth Management Clients are Reading
The Esposito Team has cracked the code for building and maintaining meaningful relationships on a personal and financial level. They do not try to be all things to all people, they strive to be all things for their clients. This is evident by the number of multigenerational relationships they have built with their clients, through trusted relationships.Marci F.Business Advisor
As a young Entrepreneur, it was hard for me to invest in assets that I do not directly control. Over two years ago, I brought a substantial portion of my liquidity to McKenzie and the team to look after. He brought me the vision of having my money work hard for me outside of my day-to-day business. It was never about how can we get rich quick, but an understanding of goals and risk parameters that gave me the security to move forward. Whether the call I make is about $5, $50,000, or $500,000 it is always answered, then handled so I don’t have to think about it. It is comforting to know my hard earned dollar is valued and that the team is there for me as I continue to growMark M.Business Owner
I've always been quite conservative with my money, never feeling very comfortable with entrusting my hard earned money with someone else. However, that was placed to rest when I finally decided to put my money to work and met with the team. I can tell from the meeting that they appreciated the value of a dollar, and took the time to listen to my concerns and conservative nature. Moreover, it was not long before I felt comfortable and signed up with a large portion of my life savings. I can tell you now, that I am grateful I did. Friendly and easy to deal with, and always keeps in contact which makes me feel like a part of the team!Chris M. P.Eng