Business Details
32 Years
experience
Trusted Financial Advisers in Oakville, ON
Dobson & Toncic has been a trusted leader in financial services since 1994, specializing in Employee Benefits, Wealth Management, and Personal Insurance solutions. Our team of seasoned professionals combines over two decades of industry experience with a client-first philosophy to deliver tailored strategies that address evolving financial challenges. We pride ourselves on innovation, leveraging deep market knowledge to design comprehensive plans that align with the unique needs of businesses and individuals across Ontario.Our commitment to excellence is reflected in our long-standing client relationships and a reputation for responsive, detail-oriented service. By staying ahead of regulatory changes and market trends, we empower clients to optimize benefits, secure retirement futures, and protect family assets through personalized insurance solutions. This dedication to proactive problem-solving and transparent communication has solidified our position as a preferred advisory partner for organizations ranging from small businesses to large enterprises.
Services
Employee Benefits
Wealth Management
Personal Insurance
Group Retirement
Investment Planning
Details
- Year established: 1994
Highlights and features
- We have over 25 years of experience in employee benefits and wealth management.
- Our team provides customized solutions tailored to each client's unique needs.
- We maintain proactive compliance with evolving industry regulations and standards.
- Our cross-disciplinary approach addresses complex financial challenges comprehensively.
- Client relationships spanning decades demonstrate our consistent service excellence.
What people say
Most efficient group
Invaluable solutions
Excellent partners
Prompt attention
Practical solutions
Services
Employee Benefits
We design comprehensive employee benefits packages that help businesses attract and retain talent while managing costs effectively. Our solutions include group healthcare, life insurance, and disability coverage tailored to organizational needs. With expertise in regulatory compliance and plan optimization, we ensure sustainable benefits programs that evolve with changing business requirements.
Wealth Management
Our wealth management services focus on building and preserving financial assets through personalized investment strategies. We develop retirement plans, estate planning solutions, and portfolio management systems that balance growth potential with risk mitigation. Independent advisory capabilities allow us to recommend products aligned with individual financial goals and risk tolerance levels.
Personal Insurance
We provide customized personal insurance coverage to protect families and assets against unexpected events. Our offerings include life insurance, critical illness coverage, and disability protection plans designed to maintain financial stability. We work closely with clients to create layered protection strategies that integrate with overall wealth management objectives.
Group Retirement
Our group retirement solutions help businesses implement tax-efficient savings programs for employees. We offer registered retirement plans, deferred profit-sharing arrangements, and pension plan administration services. These programs provide investment benefits through pooled resources while supporting employee financial security and workplace satisfaction.
Investment Planning
We develop strategic investment plans that align with individual and organizational financial goals. Our approach combines market analysis with risk assessment to create diversified portfolios. Ongoing management ensures investments remain optimized for changing economic conditions and evolving client circumstances.
People
Lino Toncic
Partner
With over 20 years in insurance and investments, Lino develops personalized financial plans for clients, maintaining long-term relationships through consistent, dedicated service.
Aileen Walton
Senior Account Executive
A 25-year benefits specialist, Aileen provides technical expertise in plan design and cost management for mid-to-large organizations, with extensive experience in collective bargaining support.
Tisha Slater-Hoey
Account Executive
A former business owner with 15 years' experience, Tisha creates sustainable benefit plans, understanding client needs from both operational and insurance perspectives.
Domenic Talotta
Senior Account Executive
With over 20 years at Dobson & Toncic, Domenic specializes in personal insurance and investment solutions, building long-term client relationships through trusted advisory services.
Odette Baker
Office Administration Manager
Odette brings 20+ years of international business experience, focusing on client service excellence and administrative support for both clients and internal teams.
Questions
What services does Dobson & Toncic offer?
We specialize in Employee Benefits, Wealth Management, Personal Insurance, Group Retirement Plans, and Investment Strategies tailored to Ontario businesses and individuals.
How long has Dobson & Toncic been in business?
We've provided financial advisory services since 1994, with team members possessing over 25 years of combined industry experience.
Do you work with small businesses?
Yes, we create customized benefit packages for small businesses, including affordable health plans and scalable retirement solutions.
What areas do you serve?
We primarily serve Ontario businesses and residents, with expertise in local regulatory requirements and market conditions.
How do you handle client communication?
We prioritize prompt, transparent communication through preferred channels, with dedicated account representatives for ongoing support.
Can you help with retirement planning?
Our Wealth Management team designs personalized retirement strategies incorporating investment plans, tax optimization, and risk management.
