Senior Financial Planner
When you’re mapping out your financial future, it helps to have an experienced professional with whom you feel comfortable and whom you can trust.
Steve Talosi Jr. of Optimize Wealth in Welland has been that friendly professional to generations of south Niagara residents.
With over 44 years of business and financial industry experience, Steve continues to find satisfaction in helping people achieve their financial goals.
The whole idea of having a financial strategy isn’t just buying an investment, a GIC or contributing $2,000 to an RRSP. It’s about helping people assess where they are, determine where they want to go, and coming up with a plan for how to get there. You can talk about retiring early… that’s wonderful, but how are you going to do it? What’s your road map? “That’s where Steve can help you by guiding you. You’ll talk about what you want: when you would like to retire, what kind of income you would like to have when you retire, and Steve will do his best to help you make that happen.”
Steve believes strongly in giving back to his community which supports his business as is demonstrated through his community ties. Born and raised in Welland, Steve is past president and an active member of the Notre Dame Family Board of Directors, treasurer of Development and Peace for the Dioceses of St. Catharines, and a member of the teaching panel for the Marriage Preparation Course at St. Kevin’s parish. He formerly served as treasurer of Wesley Robins Retirement Village’s Board of Directors, and as a Board member of the Welland Downtown BIA.
As a devoted family person, Steve and his wife of 44 years, Rita, have raised three, now adult, children and thoroughly enjoy their two grandchildren.
Steve’s contributions to his church and community have made his a familiar face to families throughout Welland. He notes when it comes to getting advice on your personal finances, it’s nice to be able to turn to someone you know and trust.
“We don’t take that trust lightly. If you come through our door, whether you’re our biggest client or somebody we’ve never seen before, we’re going to do the best job we can for you from day one.”
Whether you need help filing your tax return, getting the best rate available on a GIC or planning for retirement, Steve, supported by his very competent assistant, Danielle Frost and Lisa Furry, can offer you the expertise and enthusiasm you deserve.
Steve’s Approach to Financial Planning
WHAT STEVE DOES
Steve 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, Steve 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. Steve measures his success by how well he has helped his clients achieve their specific goals and objectives.
WHAT STEVE STANDS FOR
Steve 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.
Steve 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. Steve, 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 Steve and a licensed portfolio manager from Optimize are outlined in detail below.
As a Senior Financial Planner, Steve 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 Steve 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) 732-1640 or fill out the form below.