Tony Masi, Cfp Email and Phone Number
If what you know to be true today turns out not to be, when would you want to know about it? In an uncertain world of conflicting advice, how can you know if you've made the right decision concerning your financial affairs? Let us help you put the pieces together. Instead of making financial decisions one at a time, in an isolated manner (micro), we advocate financial decisions based on an organized, coordinated and integrated model (macro).There is no such thing as a separate or segregated financial decision. Because, if you spend a dollar for something; you've lost an opportunity somewhere else. Working with Oasis Wealth, we focus on your wants and desires. Our goal is to help you protect, save, grow, and ultimately spend and enjoy your wealth. Because after all, isn't that what financial planning should be all about.We have been here in Guelph serving our community for over 30 years. We are a family team that can offer a wide range of services and products available in the financial industry. However, before any financial decision is made, we test the plan to ensure that what you are implementing works for you. My passion is to help the community around me to sort through their FINANCIAL JUNK DRAWER. With time at a premium these days, let us organize this for you. So you can do what you do best. So prepare for your Future without sacrificing your lifestyle today!
Oasis Wealth Design Group Inc.
View- Website:
- oasiswealthdesign.com
- Employees:
- 4
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Company OwnerOasis Wealth Design Group Inc.Guelph, On, Ca -
Co-OwnerOasis Wealth Design Group Inc. May 1988 - PresentGuelph, Ontario, CanadaTony has been working in the financial industry for over 30 years. He acquired his Certified Financial Planning (CFP) Designation in 2001. As a father of 4 and an active member of our community, he understands life is busy and how easy time can slip away. He can be caught spending his weekends coaching soccer, spending time with family or hitting the golf course. Tony’s passion is to help the community around him to sort through their financial junk drawer and come to reality with the joys of earning a good income and the erosion factors on that income! He is also aware of the impact your financial decisions can have on your family life and his job is to give you that peace of mind knowing you are prepared for your future while enjoying today!
Tony Masi, Cfp Education Details
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Certified Financial PlannerCfp -
Certified Cash Flow SpecialistCcs -
Radio College Of CanadaElectronic Engineering
Frequently Asked Questions about Tony Masi, Cfp
What company does Tony Masi, Cfp work for?
Tony Masi, Cfp works for Oasis Wealth Design Group Inc.
What is Tony Masi, Cfp's role at the current company?
Tony Masi, Cfp's current role is Company Owner.
What schools did Tony Masi, Cfp attend?
Tony Masi, Cfp attended Certified Financial Planner, Certified Cash Flow Specialist, Radio College Of Canada.
Who are Tony Masi, Cfp's colleagues?
Tony Masi, Cfp's colleagues are Tony Masi, Beverly Krzmarcik, Nadia Masi, Courtney D..
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