Since 1990, he has labored as a senior wealth advisor and portfolio supervisor at Troiani Monetary Group, a division of ScotiaMcLeod.
He has additionally been vp at Scotia Wealth Administration since 2000. Troiani beforehand managed the Hamilton department of ScotiaMcLeod from 2000 to 2014. Earlier than this, he spent over a decade as vp and funding advisor at BMO Nesbitt Burns.
His monetary recommendation covers a large spectrum, together with funding, monetary planning, insurance coverage, and property planning, and he repeatedly consults with exterior professionals whereas collaborating with purchasers’ authorized and tax advisors.
Kish Kapoor, president, and CEO of Richardson Wealth famous that the agency seeks advisors who share their values and respect for the business’s historical past.
He emphasised that Richardson Wealth empowers advisors to make choices that finest serve their purchasers, including that Troiani and his workforce align properly with the agency’s tradition.
