Visconti Financial Group Inc. is a Financial Planning practice with over 15 years’ experience providing holistic financial planning solutions to young families, professionals, business owners, pre retirees and retirees. Services range from Retirement Income Planning, Portfolio management, Estate planning, Tax planning and Insurance solutions. We also provide independent financial advice in the Markham area.
Certified Financial Planner & Investment Representative
Anthony Visconti, BAS, CFP, CLU, CHS, President, is a graduate of York University with an honors degree in Business with a specialization in Finance. He is a Certified Financial Planner(CFP). Chartered Life Underwriter(CLU) and Certified Health Insurance Specialist (CHS). Anthony believes in customizing financial solutions to each client’s particular situation and takes great pride in his work and the positive impact it has on his clients’ lives.
Anthony lives in Aurora with his wife Vanessa, and their three children, Gabriel, Nicholas and Juliana. He enjoys living an active lifestyle by playing soccer, running, and biking. He enjoys traveling and spending free time with family and friends.
Ashley Aldridge
Administrative Assistant
Ashley Aldridge is a highly skilled and dedicated administrative professional with over fourteen years of experience in financial services, with a passion for delivering exemplary customer service. Ashley has consistently demonstrated a strong ability to communicate, research, and foresee possible issues before they arise.
Throughout her career, Ashley has successfully completed the Canadian Securities Course, the Conduct and Practices handbook, and was previously designated as a Life, Accident and Sickness advisor. This educational background has equipped her with a solid foundation in finance and an ability to approach challenges with a strategic and analytical mindset. She is known for being detail oriented, a team player and having strong leadership skills. Ashley consistently strives to deliver exceptional results and exceed expectations in all her endeavors.
Ashley believes in continuous learning. She attends conferences and workshops to stay up to date with the latest trends and advancements in the financial and insurance industries.
In her spare time, Ashley enjoys going to the gym, creative writing and spending time with her friends and family.
About Us
We serve individuals, families and businesses in the Mission area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
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