Meet the Team
Planmar Financial Corp. is built on the foundation of personalized relationships and tailored financial guidance. Our team of experienced professionals, led by Tony Cuzzocrea, is dedicated to helping clients achieve their financial goals and secure their future.
Tony Cuzzocrea, President
With over 40 years of experience as a Financial Advisor, Tony has helped thousands of clients in London and surrounding areas achieve financial success. His personalized approach and common-sense philosophy empower clients to understand their financial landscape and make informed decisions for the future.
DD Abayre, Representative
DD brings a fresh perspective to the team with her knowledge and enthusiasm. She is passionate about helping clients navigate the complexities of investing, ensuring they make informed decisions regarding their financial goals.
Our Commitment
At Planmar Financial Corp., we believe in building real relationships with our clients. We take the time to understand your unique needs, dreams, and financial goals. We work collaboratively with you to create a personalized plan that aligns with your individual circumstances.
Our Services
We offer a comprehensive range of services to meet your diverse financial needs:
Investment Options
- RRSPs & TFSAs: Maximize your retirement savings with personalized portfolio strategies.
- Registered Education Savings Plans (RESPs): Secure your child's future education costs.
- Tax-Free Savings Accounts (TFSAs): Invest for retirement income with tax advantages.
Planning & Advisory
- Financial planning & wealth management
- Investment review & portfolio optimization
- Tax planning & estate strategy
- Retirement planning & goal setting
Our Approach
We take a holistic approach to financial planning, considering your entire financial life and current circumstances. We utilize a proven and transparent process to:
1. Discovery: Understanding your goals, risk tolerance, and financial situation.
2. Analysis: Reviewing your current investments and financial plans.
3. Development: Creating a personalized roadmap with specific action steps.
4. Implementation: Executing your plan and monitoring its performance over time.
Our Promise
We are committed to providing our clients with:
- Personalized service: We take the time to understand your unique needs and goals.
- Transparency: We communicate clearly and honestly, providing you with regular updates and explanations.
- Expertise: Our team has the knowledge and experience to navigate even the most complex financial situations.
- Client-centered focus: Your success is our success. We are dedicated to working in your best interests.
Overview of Reviews
The reviews provide a mixed assessment of the team, with one reviewer expressing satisfaction with the team's people and service, while the other reviewer expresses disappointment and frustration with their investment experience.
Positive Aspects
Team Dynamics
One reviewer praised the team, describing them as "good people" who "care about their clients."
Negative Aspects
Investment Experience
A reviewer had a poor experience with their investment, losing thousands of dollars due to the advisor's recommendations. They felt that the advisor did not take their investment goals and risk tolerance into account and instead pushed their own investment ideas.
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