For more than 21 years, Fabio N. Ventolini has been serving clients as a financial advisor and business development manager. In 2012, he acquired the client base of one of Canada’s oldest fee-based financial planning firms.
Fabio N. Ventolini, CFP
Today he serves a wide range of clients, including many who have maintained their relationship with the firm since 1974. Fabio thrives on his commitment to outstanding client service and relationships with top investment advisors, accountants, lawyers, and other third-party professionals throughout North America and around the world.
Fabio is a Certified Financial Planner (CFP), a member of the Financial Planners Standards Council of Canada and a graduate of the University of Toronto, where he majored in Economics. He is actively engaged in his community as member of the Rotary Club of Toronto.
As our client you will receive the highest level of service in the financial planning industry. We are committed to seeing you and your family achieve your financial goals.
Work with us
We believe in honesty, transparency and respect in our relationships, holding ourselves to the highest standard of client service. We will provide you and your family with ethical, comprehensive, objective, and informed financial advice.
We aim to be your advisors for life.
You can count on us to:
Review your financial picture
We will review your financial picture on a regular basis, compare it to your stated objectives, and make adjustments as your situation changes.
24 hours easy access
Provide you with 24 hour access to your portfolio where you can login as a client. If you ever encounter a problem or have a question, your planner will respond to you within 48 hours, if not sooner.
Keep you on track to meet your goals.
Call the experts
Call on subject-matter experts and specialists, as required, to meet your needs.
Provide simplicity and structure to your financial affairs. We’ll explain where you stand in plain English.
Be completely transparent. We will communicate any fees with you, in writing, before you commit to any transactions. You will never encounter any surprise fees.
In addition to our semi-annual/annual meetings, e-mail updates and our calls, I’m only a phone call away for any wealth management inquiry or urgent situation you may face.