Investment Advisor — Mandeville Private Client Inc.
Financial Security Advisor — Zagari+Simpson
Approach & Process
Having established my practice in 2011, I provide advisory services with respect to wealth management, personalized financial planning, and estate and legacy planning. Being client- focused is at the foundation of my approach to addressing clients needs. I focus on building strong relationships with trust and confidence, educating clients to make informed decisions, and being the trusted family advisor, ensuring the growth and preservation of their capital through generations to come.
Investment Philosophy & Strengths
I believe in offering independent and unbiased financial advice using a sound intellectual investment framework. My approach includes providing access to both high-quality public and private investments, those which are typically reserved for affluent and/or institutional investors. I pride myself on continuously staying informed on new investment solutions so that we may adapt your plan to stay ahead of the curve.
Born and raised in Montreal, I am proud to serve my clients in both English and French. When not crunching numbers or building plans, I enjoy spending time outdoors, fishing, and playing hockey. I hope to see the Habs win a Stanley Cup in my lifetime… Go Habs Go!
Let’s Discuss Your Goals.
These are the core values that we’ve put into everyday practice and action since Zagari+Simpson was founded in 2012.
As a boutique wealth management office, Zagari+Simpson and Mandeville Private Client Inc. actively engage with clients to deliver bespoke financial plans and objective advice, unencumbered by any institutional interests or proprietary product quotas.
All our advisors have but one mission:
to empower their clients and guide them towards meeting their life goals with confidence and clarity.
Personalized Financial Plan
Our mission — Personalizing the most engaging and comprehensive financial plan to help you reach your financial and life goals.
Together we will explore your priorities and concerns, expectations and aspirations. We take into consideration all actionable information, including pensions and saving options. We help you establish what your retirement will look like and how much we expect your lifestyle to cost. And we set personal milestones to better track your progress.
Your financial plan is truly one of a kind. No matter what your financial goals are, you can rely on us to provide you with detailed reporting and carefully crafted advice to make things happen.
Our Mission — Aligning your investment decisions with your financial plan.
We are your advisory team.
We provide principle-based investment advice for all your investment accounts combined with tailored, goal-oriented financial planning.
Expect the necessary insights to help you make informed decisions with your portfolio. Together we will discover what rate of return your financial plan needs so that you can meet your personalized financial goals.
Our Mission — Ensuring you have the right coverage for the future that you are building.
Personalized needs analysis
Your personalized needs analysis will look at ongoing and future expenses. Immediate expenses include any outstanding medical bills and the cost of funeral arrangements. Ongoing and future expenses may include your mortgage, other outstanding debt, college tuition, and replacing the lost income for your family.
Disability and Critical Illness insurance can be suitable for anyone seeking financial protection to cover the costs associated with a life-altering illness or disability. Building your wealth is important and protecting what you’ve built is paramount.
Life Insurance for Business Owners and Professionals
You’ve worked hard to build your business or career. But what if something were to happen to you or a close business partner? An unexpected death, injury or illness could put your business or practice at serious risk, along with the lifestyles of your employees and their families.
Life insurance for business owners or professionals is an effective solution to protecting what you’ve built.