Our Team

Marcio Armando, RFP® RFC®

With over a decade of experience serving high-net-worth professionals and business owners, I specialize in architecting comprehensive wealth strategies. My approach goes beyond traditional planning; I collaborate with a network of tax, legal, and investment experts to provide personalized, in-depth solutions.

Whether you are navigating complex corporate structuring, optimizing tax efficiency, or planning your legacy, my goal is to give you the absolute clarity and confidence needed to make your most important financial decisions.

Tara Downs Rocchetti

As a CERTIFIED FINANCIAL PLANNER® fluent in both English and Spanish, I serve clients across the Greater Golden Horseshoe with a steadfast commitment to education, risk management, and service.

I take a highly collaborative approach to wealth management, developing bespoke financial architectures that align flawlessly with your lifestyle and immediate goals. By prioritizing transparency and proactive strategy, I ensure you feel informed, comprehensively protected, and in complete control of your financial trajectory.

Richard Da Costa

As an Associate Analyst, I drive the core research and portfolio strategies that power our firm's wealth management distinctiveness. Through rigorous market research, meticulous investment reporting, and macroeconomic monitoring, I ensure our strategic decisions are both data-driven and forward-looking.

My focus remains strictly on analytical precision and advanced risk management, equipping our advisory team with the sophisticated insights required to consistently deliver superior, risk-adjusted outcomes for our clients.

Jordan Allan

Drawing on a diverse background in client relations, I bring a deeply personalized approach to financial security for individuals and business owners. I recognize that every client's journey is unique, which is why I take the time to fully understand your situation before making recommendations.

Rather than offering off-the-shelf solutions, I prioritize education and strategic alignment—ensuring you fully understand your choices and portfolio. My focus is on helping you define achievable milestones and implementing the rigorous strategies required to reach them.

Samuel Chujor

With an extensive background in client relationship management and business development at Scotiabank, culminating as a Senior Small Business Advisor, I bring deep, specialized expertise in financial statement analysis and consultative strategy. Holding a Master of Science in International Business and Strategic Management from the University of York, I merge academic rigor with comprehensive, hands-on commercial experience.

My focus is on understanding the highly nuanced needs of business owners and structuring financial solutions that accelerate growth. By prioritizing robust financial analysis and strategic alignment, I ensure that our clients are positioned confidently for immediate progress and long-term prosperity.

Willow Jarquin

I entered the financial services industry with a clear mission: to transform how high-net-worth individuals and business owners relate to their wealth. Often, successful professionals are too busy taking care of others to optimize their own financial infrastructure.

My primary focus is proactive tax minimization and strategic capital allocation. By collaborating directly with your existing professional advisors, I help streamline your wealth, deeply reduce tax liabilities, and free up capital so you can focus entirely on scaling your vision and enjoying your success.

Carlos Jarquin

My approach to finance is rooted in logic and proactive structure. After experiencing firsthand the cost of inefficient financial advice, I pivoted my career to ensure high-income individuals and entrepreneurs never pay more than their fair share in taxes.

Tax minimization isn't just a strategy; it is the fundamental cornerstone of wealth preservation. Working alongside elite legal and accounting professionals, I design robust financial architectures that preserve family wealth, transfer it tax-efficiently, and create lasting, multi-generational legacies.

Angie Lato-Bernardi

With over 30 years of experience in the financial industry, Angie serves as a trusted and integral member of our financial planning team, working alongside Marcio Armando to ensure smooth operations and exceptional client service. Her deep understanding of processes, combined with strong organizational skills, allows them to effectively support clients and help manage the day-to-day operations of the practice.

Angie has extensive expertise in financial document management, client communication, and financial report preparation. She is adept at coordinating appointments, handling client inquiries, and ensuring that all necessary documentation and regulatory requirements are met. Her attention to detail and commitment to confidentiality are vital to maintaining the trust and confidence of clients.

Throughout her career, Angie has developed a strong rapport with clients, providing thoughtful and responsive assistance to help them navigate their financial journeys. Whether it's gathering information for financial plans, following up on client requests, or ensuring a seamless workflow, Angie plays a key role in supporting the firm's mission of delivering personalized and strategic financial guidance.