Terry has 22 years of experience in the financial industry, and along with his team, specializes in providing comprehensive financial advice to his clients. Prior to becoming a Financial Advisor, Terry taught in the public school system, and draws from his teaching experience to identify issues and opportunities in his clients' situations, then sets out a course of action to implement strategies to help them achieve their goals. Terry holds a Certified Financial Planner (CFP) designation, and is a member of the Canadian Association of Financial Planners. He graduated from Queen's University with a Bachelor of Education, and is currently working on his Chartered Life Underwriters designation.
Paul S. Donato, Senior Wealth Management Advisor
Assante Chairman’s Council 2016-17,
Dundas Valley Private Wealth Counsel, Assante Financial Management Ltd.
Paul Donato is the Senior Wealth Management Advisor at Dundas Valley Private Wealth Counsel, with over 20 years of experience in the financial services industry. Paul specializes in managing the financial affairs of high net worth families, and focuses on providing innovative and customized solutions to help his clients preserve and enhance their personal and business wealth. Paul’s principles of wealth creation are founded on an unwavering commitment to value investing and a strong belief in the importance of choosing the right mentors in business, and in life. Paul has been recognized as a member of the Assante Chairman’s Council.
Marchello Holditch Vice President and Portfolio Manager
CI Multi-Asset Management
Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, assists in the management of CI's multi-manager, multi-asset investment programs. He is responsible for CI’s institutional multi-asset portfolios and is a member of the CI Multi-Asset Investment Committee. Previously, Mr. Holditch led CI’s portfolio manager research and oversight function, where he was responsible for evaluating the investment managers of all CI funds. Prior to joining CI, Mr. Holditch worked at a major global consulting firm, where he assisted a wide variety of institutional clients with risk budgeting and asset liability modelling as well as investment manager research and selection. He holds an Honours Bachelor of Mathematics degree in actuarial science from the University of Waterloo and is a CFA charterholder.
Hilton Toronto Hotel Accommodation - 145 Richmond St. W., Toronto Book a Room Online Now or call hotel directly 416-869-3456 OAGS Group Rate: $179/standard - Deadline for hotel group rate is Oct.19 .
NOTE: Remember to ask for the group rate code: "OAGS18"
Hilton Toronto Hotel Accommodation
145 Richmond St. W., Toronto
NOTE: Dinner and Symposium are completely complimentary, but limited to 25 people ONLY. If you haven't already, please RSVP in advance to ensure enough food and seating are available. This is not a CPD accredited event. Surgeons only.