Business Details
29 Years
experience
Your Trusted Partner for Financial Planning Solutions
Annex Financial has been dedicated to helping individuals and families achieve their financial goals since 1997. Our approach combines personalized strategies with trusted advice to provide peace of mind for clients at every stage of life. With over 30 years of combined experience in the financial services industry, we prioritize understanding each client's unique needs and developing tailored financial blueprints. We regularly review and adapt plans to align with evolving life circumstances, ensuring long-term security. Our team of registered investment advisors and insurance professionals offers comprehensive services, including investment management, retirement planning, and estate strategies.We maintain transparency in all dealings, emphasizing clear communication and client education. Our commitment to excellence is reflected in our one-on-one attention and dedication to client satisfaction. We collaborate closely with clients to address both anticipated and unexpected financial challenges, fostering confidence in their financial future. Our services are supported by strategic partnerships with reputable institutions, ensuring access to a wide range of financial solutions. At Annex Financial, we believe in building lasting relationships through integrity, expertise, and a client-first philosophy.
Services
Investing
Retirement
Insurance
Estate Planning
Tax Planning
Banking
Details
- Year established: 1997
Highlights and features
- We have over 30 years of combined experience in financial services.
- Our team provides personalized financial strategies tailored to your unique needs.
- We regularly review and adapt plans to align with life changes.
- Our advisors are registered with Manulife Wealth Inc., a trusted industry leader.
- We offer comprehensive services covering investments, insurance, and estate planning.
Services
Financial Planning
We create customized financial strategies to help clients achieve long-term goals. Our approach focuses on personalized advice, risk management, and wealth preservation. By understanding individual needs, we develop actionable plans that adapt to life changes, ensuring financial security.
Investment Advice
Our registered advisors offer tailored investment solutions using stocks, bonds, and mutual funds. We assess risk tolerance and objectives to build diversified portfolios. Regular reviews ensure strategies remain aligned with market conditions and client aspirations.
Insurance Services
We provide life insurance products to safeguard families and businesses. Our solutions address income replacement, debt protection, and legacy planning. We help clients select policies that integrate with their overall financial strategy for comprehensive coverage.
Estate Planning
Our estate planning services ensure efficient asset distribution while minimizing tax implications. We coordinate with legal professionals to create wills, trusts, and succession plans. This helps preserve wealth for future generations and fulfill charitable intentions.
Tax Planning
We develop strategies to reduce tax liabilities through legal deductions and credits. Our approach integrates with investment and estate plans to maximize after-tax returns. We focus on long-term tax efficiency while maintaining compliance with regulatory requirements.
People
Joe Iantomasi
Financial Advisor
Joe brings 15 years of wealth management experience, specializing in insurance and investment planning to help clients achieve financial security.
Mario Tavares
Financial Advisor
Mario offers over 15 years of financial industry expertise, creating customized plans that address clients' unique goals and long-term aspirations.
Deborah Aceto
Marketing Assistant
Debbie supports client communication and administration with extensive industry experience, ensuring efficient service delivery for our advisors' clients.
Questions
What services does Annex Financial offer?
We provide financial planning, investment advice, insurance solutions, estate planning, and tax optimization services tailored to individual client needs.
How do you work with clients?
We conduct personalized consultations to understand goals, then develop customized strategies with regular reviews to adapt to life changes.
Are your advisors qualified?
Our advisors are registered with Manulife Wealth Inc. and have over 15 years of combined experience in financial services.
What areas do you serve?
We primarily serve clients in Whitby, Ontario, with strategic partnerships extending our service capabilities across Canada.
