Senior Financial Planner
You have handled money since your first paper route or your first babysitting job. But that doesn’t mean that what you have been doing all these years has been the best you could have done with your financial resources. That’s why it helps to get the advice of an experienced professional whom you can trust, and with whom you can feel comfortable. Gary Talosi has been helping families in the Niagara Peninsula for over thirty years, and he welcomes the opportunity to earn the right to help you and your loved ones also.
It starts by being a good listener. Gary will ask you about the details of your current situation – not just the financial numbers, but about your family, your hobbies, your job, your plans, your goals, your concerns, and your “bucket list.” Then Gary will give you a chance to ask any questions you might have, including his background, his experience, his office team, and how he gets paid. A next appointment will be set up, at which time you can ask more questions and Gary will give you a summary of your current situation and his short term and long term recommendations. Only then do you decide if you want to set up another meeting to proceed. There is no cost, pressure, or obligation.
Gary was born and raised in Welland, and has lived and worked in south Niagara all of his life. Gary and Angie have been happily married for over forty-five years. They have two daughters and a son, all of whom are married. They have been blessed with three grandsons aged 15 to 17. Family is very important to Angie and Gary.
Gary is committed to contributing to the communities in which he lives and works. He currently serves on the board of the Port Colborne Community Fund (part of the Niagara Community Foundation), Mapleview Charities, and the Notre Dame Alumni Association. He is a Past President of the Port Colborne Wainfleet Chamber of Commerce, and a former chair of the Finance Council at St. Kevin’s Parish. Gary also served one term as a Trustee on both of the local English Language School Boards.
At Optimize Wealth Management in Port Colborne, Gary is fortunate to work with a very capable team of licensed individuals, Dino Berardocco and Sheri Bradnam. They work together to do the absolute best that they can for their clients. “We are committed to treat your money with as much care and attention as we do our own money.”
Gary and the team at Optimize Wealth in Port Colborne are humbled by the trust and confidence they have earned from a few generations of many families across the Niagara Peninsula.
Gary’s Approach to Financial Planning
WHAT GARY DOES
Gary provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Gary works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Gary measures his success by how well he has helped his clients achieve their specific goals and objectives.
WHAT GARY STANDS FOR
Gary believes that much of his successes and accomplishments to date are as a result of his beliefs and values which he stands by: honesty, persistence, teamwork, excellence, and creativity.
Gary puts his clients’ interests above everything else to ensure that he earns their business not only at the beginning of the relationship but throughout every stage of it as well.
Optimize Wealth Management’s Investment Services
Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.
Optimizing investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Gary, along with a licensed portfolio manager from Optimize Wealth will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Gary and a licensed portfolio manager from Optimize are outlined in detail below.
As a Senior Financial Planner, Gary helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals
Financial Planning is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals in life
We help our clients create and protect their wealth in all markets and economic conditions.
Estate planning is about your family and loved ones – and the inner peace you get from preserving their financial security.
Start looking today with the confidence that we will be with you every step of the way to make your homeownership dreams a reality.
Sometimes in life, keeping it simple is the best way to go. Let us show you how to protect what matters most to you while keeping your costs well in check.
You work hard for your money and you deserve to keep as much of it as possible. Work with us to optimize your tax return and we’ll show you how.
*Disclaimer: Will preparation, tax preparation and financial planning provided by Gary Talosi; All investment advice and registerable activity provided by a licensed Portfolio Manager of Optimize Inc.
Learn More About Our Portfolio Management Team
If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Financial Planner is always ready to take that step with you and design a financial plan specific to your particular goals and objectives.
NEED FINANCIAL PLANNING ADVICE? RECEIVE A COMPLIMENTARY PLAN TO ACHIEVE YOUR SPECIFIC GOALS!
Call on (905) 834-9444 or fill out the form below.