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.
• 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.
• 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