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Tony Katarynych profile image

Tony Katarynych

Senior Financial Planning Advisor at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/assante-wealth-management">CI Assante Wealth Management</a>
Intro Book
Seasoned financial expert in estate planning and wealth management.
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Location
Orillia, Ontario, Canada, CA
Skills
  • Estate Planning
  • Financial Planning
  • Retirement
  • Retirement Planning
  • Strategic Financial Planning
  • Show all
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Bio

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Tony Katarynych is a seasoned financial expert with 35 years of experience in estate planning, financial planning, and wealth management. He has held senior roles at CI Assante Wealth Management and Assante Capital Management Ltd., and has a Bachelor of Science degree from McMaster University. He is a Fellow of the Canadian Securities Institute.

Credentials

  • Fellow of CSI (FCSI®)
    Canadian Securities Institute
    Oct, 2003
    - May, 2026

Experience

  • CI Assante Wealth Management
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Planning Advisor
      • Dec 1997 - Present

    • Senior Financial Planning Advisor
      • Dec 1997 - Present

    • Vice President, Branch Manager, & Senior Financial Planning Advisor
      • May 1989 - Apr 2022

      We specialize in retirement and estate planning with an emphasis on taxation for business owners, professionals, retirees, and pre-retirees. Our mission is to serve as each client’s personal Chief Financial Officer so that they may have more time to enjoy life and have fun.We offer a low-cost, fee-based platform approach. Our team follows a goals-driven disciplined financial planning process, utilizing the many innovative tools we have developed, such as the Wealth Map© and Wealth Dashboard©.We pride ourselves in the level of care, transparency and expertise that we bring to our clients, as is evidenced by our commitment to our continued education, attaining professional credentials, and our fiduciary oath.If you want premium, unbiased advice from a dedicated team who puts you first, let's get started.

  • Prudential Assurance Company of England
    • Life Underwriter
      • Jun 1978 - May 1989

Education

  • 1974 - 1978
    McMaster University

Suggested Services

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Industry Focus. “Financial Services”

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