At Catalano Wealth Group, we take the time to understand every aspect of your finances and align them with your goals for the future. That means looking at your overall wealth picture, identifying opportunities for efficiency and growth—like a new investment, updated insurance, or an amendment to your estate plan—then managing the details. With broad oversight, personal attention, and consistent follow through, we help you make the most of your money and keep you moving forward with confidence.
Supporting clients with complex financial lives
From tech executives to local business owners and retirees, our clients are people with complex finances who want to spend less time on money management and more time on their professional and personal lives.
Tech professionals
From equity compensation to competitive salaries, bonuses, stock option, and sudden liquidity events, your financial picture can change fast. We’ll help you optimize your earnings, minimize your tax liability, and build flexible strategies that protect what you have today while adapting to new opportunities tomorrow.
Business owners
Running a business means your personal and professional finances are often intertwined. We’ll help you design tax-efficient compensation and investment structures, protect your assets, plan for succession or sale, and access tailored banking solutions—ensuring your wealth strategy supports you at every stage.
Retirees
A well-planned retirement means freedom—freedom to do more of what you love and freedom from financial stress. We’ll help you make the most of your savings, maximize after-tax income, and protect your security with a balance of capital preservation and growth that allows you to truly enjoy the years ahead.
Guided by values, grounded in experience
What sets our team apart isn’t just decades of experience—it’s the values that guide the way we work. These principles shape our decisions, strengthen our relationships, and help us better support clients like you through every stage of life.
Clarity
We help take the complexity and guesswork out of your finances, giving you a clear path forward.
Adaptability
We stay flexible and responsive, adjusting your plan to suit your evolving needs and goals.
Trust
We build lasting relationships through honest advice, consistent action, and genuine care.
John N. Catalano
Ryan Kunzel
Krista Thalassinos
Sarah Williams
Flexible plans that move you forward
Over the years, we’ve helped clients navigate every stage of life—and every market environment. That experience, combined with our technical skill and the collective strength of our RBC partners, gives us the ability to answer your questions in real time, deliver relevant strategies across the full spectrum of wealth, and integrate it all seamlessly into a flexible, custom-fit, forward-looking plan.
Our full suite of wealth services include:
Portfolio management
Our investment approach balances protection with progress as we strive to build diversified portfolios that grow steadily while safeguarding the wealth you’ve already earned.
Financial planning
We work together to define your immediate needs, nice-to-haves, short-term goals, and long-term vision, then make sure every element of your finances supports them.
Tax optimization
In collaboration with your accountants and other financial advisors, we implement tailored strategies aimed at minimizing your tax burden and maximizing your income.
Will and estate planning
We help create a thoughtful estate plan that protects your assets, honours your wishes, and provides clarity, security, and a smooth transition for your loved ones.
Insurance solutions
We use insurance strategically—both for protection and tax efficiency—to strengthen your plan, support your family, and create future financial flexibility.
Retirement planning
We prioritize strategies that balance income stability, tax saving, and long-term sustainability, so you feel confident in your ability to retire comfortably.
Business owner planning
From compensation options to cash flow strategies and succession planning, we help you navigate the financial complexities of running your own business.
Private and Premier Banking
As part of Canada’s largest bank1, we’re able to streamline your day-to-day finances, offer comprehensive credit and lending solutions, and more.
1. By market capitalization. As of December 4, 2023 - S&P Global, FactSet.
Big-picture oversight. Boutique-level attention.
Email:john.catalano@rbc.com
Phone:905-469-7030