Anthony Stallone Email & Phone Number

Trusted relationship manager to high-net-worth clientele Provide high-quality advice and wealth management solutions for clients to help make their dreams a reality. Create customized plans to help strategically guide clients to achieving long term financial freedom. First point of all contact for any financial decisions.• Since 2019, grown practice from 7 million to 90 million through transitions, referrals, and family financial planning.• In 2022, grew internal assets by 8 million and closed 6 million in new client assets to exceed targets by 200%.• Manage 300 families located predominantly in Eastern Ontario expanding nation wide. • Build and maintain professional networks to in each area managed to foster client development through partnering with accountants, lawyers, real estate agents and mortgage brokers• Utilize financial plans, tax plans, philanthropy planning and estate planning to determine client needs and implement customized wealth management solutions.

Mississauga, Ontario

Oversee daily operations of the region; generate sales and build strategic partnerships to sustain and build the Investment Planning Counsel brand. Create strategies to develop the region and strengthen the brand within the sector. ▪ Work with advisors to identify and create business opportunities to meet targets set. Manage all available resources to maximize sales and reduce operating costs.▪ Provide leadership and deliver training programs to advisors, enabling them to grow their businesses.▪ Establish, develop and manage robust long-term business relationships with clients to gain the reputation as a trusted colleague.

Managed a caseload of client’s financial requirements encompassing annual reviews, strategic planning and reassessment of goals.▪ Provided in-depth holistic individual financial plans to new and existing clients.▪ Proactively promote/sell and deliver a full range of banking products and services to meet bank’s needs▪ Advised on clients’ portfolios in the areas of Credit planning, Investment planning, Cash management and Protection planning

Financial Advisor March 2012-January 2013TD Canada Trust, Toronto, OnProvided comprehensive client reviews of individual financial circumstances and making assessments of need based on future goals. ▪ Advised on clients’ portfolios in the areas of Credit planning, Investment planning, Cash management and Protection planning.▪ Managed a portfolio of over $50M in assets for High Net Worth clients.▪ Understanding of Commercial Products, Commercial Loan Documentation, Commercial Lending Processes and supporting Policies & Procedures and Technology

Liaised closely with personal and commercial banking clients assessing current and future needs in line with individual customer requirements.▪ Continually exceed sales goals in both personal and small business products (won the award in 2011 and 2012 for top producer).▪ Provided high level of customer service to all clients. Listened to client needs and suggested solutions to meet their current and future goals.▪ Analyzed financial statements for both personal and small business banking. Advised personal and clients with regards to the best lending and investment products.

Liaised with clients on a constant basis as part of the ‘inbound calls’ team, responding to individual queries, identifying opportunities to sell and informed clients on the available products and services.▪ Proactively listen and ask probing questions, to uncover needs in a timely manner