Providing attentive and timely service
coupled with solid investment advice and
comprehensive financial planning.
What Our Team Offers Our Clients
The Comazzetto & Associates Wealth Advisory Group builds, develops, and facilitates comprehensive strategies that allow our clients to grow their net worth as well as protect their family’s assets from risk. We have a diverse team of individuals including: a Chartered Accountant, Chartered Investments Managers, Personal Financial Planners, and Associate Portfolio Managers. We have become specialists by focusing on established and transitioning entrepreneurs and professionals.
We are the region’s most comprehensive wealth advisory team, with over 100 years of successful professional relationships in the industry. We offer complete wealth advisory solutions that are delivered through a team approach. It’s crucial that our clients understand how they can best achieve their goals that require money, planning and time. In addition, every client will have access to BMO Nesbitt Burns award winning research team. All of our financial plans include the following:
• A Financial Vision Document: that helps define what clients want to achieve in the future
• A Personalized Roadmap: that clarifies expectations and acts as an agenda
• A Net Worth Statement: that acts as the basis for all planning
• Key Recommendations