Our approach starts with you
At Finucci Allen Smith Wealth, our clients are at the heart of everything we do. That’s why we take the time to truly understand your financial priorities, aspirations, and circumstances before beginning to craft a wealth strategy that is properly tailored to your needs. The partnership we build from there is based on a foundation of integrity and care – the values that have allowed clients across London, Ontario and beyond to place their trust in us for more than 30 years.
Our team
A superior standard of care
Our team has a no-voicemail policy – that means when you call us, you’ll always get a person. It’s just one of the ways we exemplify our unwavering commitment to providing you with the highest standard of personalized service.
Your portfolio manager:
• Manages your money following the formal standards and ranges indicated in your Investment Policy Statement (IPS).
• Responsible for selecting the individual stocks, mutual funds, and ETFs as part of your portfolio.
Vito Finucci
Rachelle Allen
Your relationship manager:
• Answers your day-to-day questions.
• Conducts your base annual review and can answer any non-financial planning questions you may have.
• Reviews your plan assessment report.
• Processes any trades and cash requests.
• Acts as the primary contact for your other financial and estate planning partners (i.e., accountants, lawyers, bankers).
Sarah Smith
Jodie Fuller
Lindsey Rideout
Angelo Romero
Your support coordinator:
• Books your reviews and mails out statements.
• Manages your transfers, paperwork, and forms.
• Assists with the processing of estates.
Andrea Oliveira
Our partners
Discover our professional network
As part of our fully integrated service offering, we provide our clients with exclusive access to our partners across RBC and beyond.
Your extended network of experts:
• Professionals from other departments across RBC.
• Works with your relationship manager to provide you with relevant support and services.
Stephen Wiffen, CLU, CH.F.C.
Mary Metel
Matthew Knapp
Archie Pedden
RBC Private Banking
RBC Premier Banking
RBC Business Banking
RBC Insurance
RBC Mortgages
RBC Royal Trust
Our process
Discover true wealth management
Leveraging the support and guidance of our industry-leading team of experts, including your dedicated relationship manager and our in-house financial planner, we work to guide you through each and every life stage, helping you clarify your needs, establish your goals, and plan for the years ahead through a dedicated four-step process:
Discovery
We work with you to gain a deeper understanding of your individual needs, goals, and circumstances and help clarify your financial objectives.
Strategy
We analyze your financial and personal information and match your objectives with smart, time-tested strategies.
Solutions
We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Service
We review your situation regularly to ensure your financial objectives are being met, and adjust as needed.
What we offer
We’re proud to offer a comprehensive list of services that allow us to serve your wealth in its entirety.
Financial planning
Strategic tax minimization
Insurance solutions
Retirement income planning
Credit and lending solutions
Charitable giving
Estate planning
Banking solutions
Business transitions
Succession planning
Why work with us
In an industry where there are many avenues to pursue financial advice, we stand out from the rest by providing you with:
A discretionary management approach
You’re free from the day-to-day details. Investment decisions are made by your dedicated portfolio manager, who has accountability for decision making and performance.
World-class experience
With over 200 years of combined experience, we have managed money over many market cycles.
Fully customized solutions
Everything we do aligns with your Investment Policy Statement – a formal document that outlines your unique income needs, preferred level of risk, and more.
Family pricing
All generations in a family receive the same pricing, allowing the next generation to get access to preferred rates and services.
Market insights
Our thorough and ongoing due diligence process ensures that we sort through all the details to uncover the insights that matter, which we share regularly through our blog and newsletters.
Access to partners
As a client, you’ll receive privileged access to our network of third-party specialists, from estate planners to private bankers.
Risk oversight
As part of our ongoing due diligence, risk oversight is completed by a third party who is fully independent from our team.
Full in-house financial planning
With the guidance of our in-house financial planner, Gary Weatherup, we provide you with a full financial plan with a strong focus on reducing taxes and meeting personal goals.
Our clients
Supporting you at every step
Our goal is to become your family's trusted financial partner, guiding you and your family members through each stage of your lives. We serve a wide range of clients from varied backgrounds and with different needs, including:
Individuals and families
You have goals, plans, and dreams for you and your family. We'll help you plan toward making them happen with comprehensive wealth management services.
Business owners and entrepreneurs
Your business started with a purpose. We're committed to helping guide you through the complex decisions of a thriving business and manage your wealth in a way that reflects your unique values.
Professionals and executives
You've worked hard to get to where you are. Our approach to wealth management can help you reach your long-term goals and give you confidence that you’re making progress.
Corporations and non-profits
You know that the market is ever-evolving. Our global approach has allowed us to work with a number of international organizations to manage their portfolios in a constantly changing landscape.
Our commitment to community
As part of our pledge to give back, we provide investment services at a material discount for a select group of non-profits and charitable organizations that meet our criteria for creating positive social change.
Our community
Dedicated to helping clients thrive and communities prosper
Our team understands that wealth refers to more than just one’s finances – it’s also about creating a sense of prosperity and well-being in the communities in which we live and work. We’re proud to give back in many ways to organizations and events in London and beyond that support the arts, youth, sports, and sustainability.
Children’s Golf Classic
For over 30 years, Vito has partnered with the Children’s Health Foundation to put on the annual Children’s Golf Classic, which has raised over 6 million dollars since its inception. The entire Finucci Allen Smith Wealth team is proud to participate in this event yearly.
Events
Connecting and collaborating with you
Our events help us foster knowledge, connect with clients, and give back to others across our community.
Please check back later for future event listings.
Blog
You have questions, we have answers.
Email:faswealth@rbc.com
Phone:519-675-2021