Anthony Specializes in Assisting:
- Individuals (including divorced, separated, widowed)
- Couples and Families
Anthony Specializes in the Following Services:
- Budgeting and Cash Flow Planning
- Financial Education
- Financial Planning
- Retirement & Pension Planning
“I believe that money is a tool—one that can be manipulated to assist us in achieving our goals and dreams. The key is not how much money we have but how we choose to use it.”
Anthony begins each client relationship with a holistic analysis of the situation, and then proceeds to recommend and co-develop practical and powerful solutions. He is an empathetic listener who communicates openly, clearly and simply all of his knowledge and experience.
For almost 20 years, Anthony worked across the financial industry, primarily in client services and financial planning. During that time, he brought all his integrity to his job, trying to ensure his clients left better off than when they arrived.
He was consistently dismayed by how money disempowered people—provoking anxiety, stress and fear. His clients had debt management issues, poor credit habits, misaligned financial goals, non-existent retirement plans, distrust of financial advisors, concerns about their estates, and an overall inability to navigate the financial system to their benefit. Anthony tried to rebuild his clients’ confidence and financial strength in ways that truly recognized their needs. However, his efforts were at odds with an environment that rewarded product-driven solutions.
Eventually, Anthony set out to resolve this disharmony and discovered Money Coaches Canada. Their approach affords him the time to be a meaningful financial supporter, advocate and confidant—putting his considerable experience to its best use. Now, he can work through and discuss what is truly important to a household and completely customize a plan to better ensure its success. He can help people uncover their deep-rooted beliefs about money and master skills for ensuring the financial system serves their interests. Most of all, he enjoys watching his clients become empowered to tackle and overcome the many financial challenges that we face in our lifetime.
A Better Sense of How Much I Have/Can Spend
Just wanted to let you know that I am LOVING the cash management system – the new account for monthly spending and all my auto transfers are now set up monthly and it’s GREAT!!! So much less stressful and even though there are more accounts, I seem to have a better sense of how much I have/can spend at any given time.
A Sound Resource
Thank you to Anthony and his offer of a complimentary introductory meeting at a convenient location both of which I found very generous. Qualified and considerate, I left our non hurried time together with a greater sense of perspective, Anthony often sharing from his own personal experience, with some tips and a sound resource in him as my financial picture requires it.
Started to Look at Money in a Different Way!
Teaching a young person the basics of money management is not one of your normal offerings but you went out of your way to design a program for my client that has proven to work very well for her. I appreciate your feedback and insights on how she is doing in the program and how she thinks about money. These insights assist me in working with her on an ongoing basis. My client shared with me that she really likes working with you and that she’s starting to look at money in a different way! She honestly seems to be making progress in understanding how to manage her money, thanks to you. I don’t know how I stumbled across you on the internet but think it was meant to be.