Investment Advisor — Mandeville Private Client Inc.
Financial Security Advisor — Zagari+Simpson
Approach & Process
My approach is about much more than just financial management or financial planning: I specialize in fulfilling multiple objectives for my clients: financial goals, professional goals, and personal goals.
Investment Philosophy & Strengths
I believe in a holistic wealth management approach. Specifically, I pride myself on taking a comprehensive look at what a client wants to achieve and creating a concrete roadmap detailing how to get there. I believe that trust is integral to these conversations, and establishing a long-term relationship is always the priority.
I am also an entrepreneur at heart and love the fact that I can co-invest along with clients and invest my time and ideas to help them build the life they imagined for themselves.
I give credit to my parents for my career in finance management. My parents came to Canada with very little, but they were able to build and scale a successful family business. I myself spent 15 years working and operating that same family business and was taught about investing and financial management at an early age.
I am proud of the fact that I have been nominated twice for the Young Achievers Award, in both 2020 and 2021. I was a finalist for the 2019 Rising Star Awards and was also previously named the Knowledge Bureau’s “Distinguished Advisor Of The Year.”
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.