Dobson & Toncic Financial Services

At Dobson & Toncic, we pride ourselves on being leading independent providers of employee benefits, investment, and insurance solutions in Ontario. With over two decades of experience, our team of experts is dedicated to putting our clients' needs first and helping them successfully manage their assets. Our commitment to innovation, customer service, and in-depth expertise has earned us a reputation as trusted advisors to businesses and individuals alike.

Employee Benefits and Group Retirement

As employee benefits and group retirement solutions become increasingly complex, our team of experts is well-equipped to navigate these intricacies. We work closely with businesses to develop comprehensive employee benefits programs and group retirement solutions that meet the unique needs of each organization. From designing and implementing customized benefit plans to providing ongoing support and guidance, we are dedicated to helping businesses like yours thrive.

Wealth Management and Personal Insurance

In addition to employee benefits and group retirement, we also offer wealth management and personal insurance solutions. Our financial guidance and investment expertise are designed to help individuals and families achieve their long-term financial goals. Whether you're seeking to build wealth, protect your loved ones, or retire comfortably, our team of professionals is dedicated to providing tailored solutions that meet your unique needs.

Meet Our Team

At the heart of our successful partnerships are our team members, each of whom brings their unique expertise and experience to the table. Our professionals are highly qualified in their specific areas of expertise, and together we work as a cross-disciplinary team to address the complex challenges our clients face.

Our team members include:

• Lino Toncic, Partner and Senior Advisor, with over 20 years of experience in the insurance and investment industry.
• Aileen Walton, Senior Account Executive, Employee Benefits Specialist, with over 25 years of experience in employee benefits.
• Tisha Slater-Hoey, Account Executive, Employee Benefits Specialist, with 15 years of experience in business ownership and employee benefits.
• Domenic Talotta, Senior Account Executive, Personal Insurance and Investment Specialist, with over 20 years of experience in personal insurance and investments.
• Odette Baker, Manager, Office Administration, with over 20 years of international business experience.

Our Commitment

At Dobson & Toncic, we are committed to providing exceptional customer service, building trust, and delivering innovative solutions that meet the ever-changing needs of our clients. With our expertise, experience, and deep industry knowledge, we empower our clients to achieve their goals and build a brighter financial future.