ArmandoWealth Management
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The firm

A practice built on judgment — not product shelves.

Armando Wealth Management is a fee-based firm in the heart of Toronto's financial district. We exist to do one thing exceptionally well: structure the financial lives of successful Ontarians with the care of a private office.

The practice

A goal-based planning practice.

Armando Wealth Management is a goal-based financial planning practice that uses a consultative approach to understand client needs — and connects them to the implementation of wealth management solutions.

We begin with learning about your personal and financial goals; then we curate an intricate financial plan that incorporates all areas of planning, including risk management, tax planning, retirement planning, and estate planning. Through Armando Wealth Management, you can expect to marry your financial goals with the recommendations presented.

Led by Marcio Armando, RFP® RFC®, our team collaborates with a network of tax, legal, and highly qualified team to deliver personalized, in-depth solutions. Regular review is extremely important to the attainment of your desired results.

10+Years serving HNW clients
120+Years combined staff experience
8Areas of planning, fully integrated
RFP®Registered Financial Planner-led
How we work

Four principles we don't bend on.

Objective

No proprietary funds, no sales targets, no quotas. Our only product is advice — so our only incentive is your outcome.

Tax-led

Every recommendation starts with structure and tax. Returns matter, but what you keep matters more.

Bespoke

No model portfolios stamped on every client. Your plan is engineered around your business and your family.

Enduring

One dedicated team that knows your file for decades — and is still here for the next generation.

The team

Our team.

A dedicated team of financial professionals committed to your success, long-term prosperity, and financial peace of mind.

Marcio Armando,Financial Planner
Financial Planner

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 highly qualified team 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
Certified Financial Planner

Tara Downs Rocchetti

A CERTIFIED FINANCIAL PLANNER® fluent in English and Spanish, serving clients across the Greater Golden Horseshoe with a steadfast commitment to education, risk management, and service. I develop bespoke financial architectures that align flawlessly with your lifestyle and goals — prioritizing transparency and proactive strategy so you feel informed, protected, and in complete control.

Richard Da Costa
Associate Analyst

Richard Da Costa

I drive the core research and portfolio strategies that power our firm's distinctiveness. Through rigorous market research, meticulous investment reporting, and macroeconomic monitoring, I ensure our strategic decisions are data-driven and forward-looking — equipping our advisory team with the insights required to consistently deliver superior, risk-adjusted outcomes.

Jordan Allan
Associate

Jordan Allan

Drawing on a diverse background in client relations, I bring a deeply personalized approach to financial security for individuals and business owners. Rather than offering off-the-shelf solutions, I prioritize education and strategic alignment — ensuring you fully understand your choices and the milestones required to reach your goals.

Samuel Chujor
Associate

Samuel Chujor

With an extensive background in client relationship management at Scotiabank — culminating as a Senior Small Business Advisor — I bring specialized expertise in financial statement analysis and consultative strategy. Holding an MSc in International Business & Strategic Management from the University of York, I focus on structuring financial solutions that accelerate growth for business owners.

Willow Jarquin
Associate

Willow Jarquin

I entered financial services with a clear mission: to transform how high-net-worth individuals and business owners relate to their wealth. My primary focus is proactive tax minimization and strategic capital allocation — collaborating with your existing advisors to streamline your wealth, reduce tax liabilities, and free up capital so you can focus on scaling your vision.

Carlos Jarquin
Associate

Carlos Jarquin

My approach to finance is rooted in logic and proactive structure. 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.

Bobby Faboyede
Accountant & Tax Specialist

Bobby Faboyede

An accountant and tax expert with almost ten years of experience helping families, small businesses, and individuals organize their financial lives and save on taxes — with additional specialization in mortgages and loans. Whether you are creating your tax and retirement plan or customizing an existing one, I make sure you have the clear, detailed information you need to make the best decisions and take control of your financial future.

Mina Tabatabaei
Operations Manager

Mina Tabatabaei

As Operations Manager, Mina plays a key role in the seamless execution of client strategies and the firm's operational excellence. With a strong foundation in financial services and banking, she brings a highly detail-oriented, analytical approach to complex client needs and internal processes — working closely with advisors to drive efficiency, enhance the client experience, and maintain the elevated standards that define the firm's service.

Angie Lato-Bernardi
Executive Assistant

Angie Lato-Bernardi

With over 30 years of experience in the financial industry, Angie is a trusted and integral member of the team, working alongside Marcio Armando to ensure smooth operations and exceptional client service. Her expertise in financial document management, client communication, and report preparation — with meticulous attention to detail and confidentiality — is vital to maintaining client trust.

A standing invitation

Let's talk about your situation.

Your first consultation is complimentary, private, and entirely without obligation.

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