Expert advice
We leverage over 100 years of combined financial expertise to secure your future. Our team is here to guide you through every step of your financial journey with personalized, strategic advice.
Investment portfolio
Your portfolio is tailored to you. By understanding your priorities and following a strict set of rules, we ensure your investments work toward your goals.
Financial planning
It all starts with a solid foundation: your financial plan. We discuss your personal goals and long-term objectives, then devise a strategy to help ensure financial prosperity for life.
30 Years of Excellence
Look into the heart of our journey through the voices that matter most – our cherished clients. Their stories of success and satisfaction are a testament to our dedication and commitment. Join us as we reflect on three decades of building lasting relationships and delivering unparalleled service.
When something happens to us, with joy or sadness we always reach out to them. They’re always there for us
–Deborah, client since 2000
How much do you need?
Nearly three decades in this industry have shown us that there are as many answers to this question as there are people. At Piazza Wealth Management, we’re not satisfied by growing your capital in a year or even a decade – we’re here to protect your lifestyle for the long term. With a time-tested investment approach and a full breadth of supporting wealth services, we’re here to guide you to, and through, a prosperous financial future.
Wealth Management
Working for your wealth – together
Overseeing your wealth means, first and foremost, knowing what money means to you – and it starts with a solid financial plan. While building our relationship with you, we narrow down your family’s unique needs to determine the long-term rate of return needed to maintain your lifestyle. Ensuring your financial prosperity for the rest of your life is a key priority.
Financial plan
It all starts with a solid foundation: your financial plan. We discuss your personal goals and long-term objectives, then devise a strategy to help ensure financial prosperity for life.
Investment portfolio
Your portfolio is tailored to you. By understanding your priorities and following a strict set of rules, we ensure your investments work toward your goals.
Wealth services
We broaden our service offering beyond your portfolio. Our range of wealth services covers insurance solutions, estate strategies, and Will & legacy services.
Ongoing support
Once the groundwork is accomplished, we execute ongoing monitoring and tax mitigation to ensure you have the resources to enjoy your desired lifestyle.
Expertise with heart
Our team of tenured professionals strives to exceed your expectations. Whether you are taking the first step in long-term financial planning or asking us a pressing question, we always address your concerns and meet your needs promptly.
Bobby L. Piazza
Jenny (Eugenia) Tsakalis
Silvana D'Argenio, F.Pl.
Camilo Menendez, CIM, FEA
Karen Lipke
Sylvie Ouimet
Mei Huang
Alexander Ghazarian, CAIA, CFA
Paul Beltekas
Shipra Adhikary
How We Invest
Setting the rules for success
With our thorough understanding of the markets, we establish a set of rules for your portfolio and abide by them with rigour. We select the top-performing companies to populate your portfolio, and subject them to disciplined vetting and frequent reevaluation to ensure you are financially secure.
Lifestyle focused
The rate of return dictates the life cycle of your wealth, which is why we focus on maximizing your returns as a rule of thumb, to ensure long-term growth and stability.
Dividends based
To establish a business’s financial strength and help provide the cash flow you need, we focus on companies with strong leadership that pay consistent and growing dividends.
Tailored advice
Keeping up to date with your evolving goals and the ever-changing economic landscape, we think independently so we can make investments that work for you.
Bobby's Videos
Piazza Wealth Management Video Archive
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Bobby’s Blog
How can we help you achieve your financial goals?
Book a casual introductory call to start our relationship off on the right foot.
Email:piazzawealth@rbc.com
Phone:514-630-7841