Personalized planning with a family office approach
At Storino Wealth Management, we’re more than just advisors—we’re the first call you make when it comes to what matters most. From big decisions to small moments, we’re here to listen, guide, and help you build a future that reflects what truly matters to you.
Our team
A team built for you
Bringing together expertise in areas such as financial planning and portfolio management, our team works to deliver customized solutions that address every aspect of your wealth and provide you with the depth, precision, and care you deserve.
Michael L. Storino
James Mooney
Halyna Dvulit
Darcie Sarracini
Nadine Zibdeh
Our partners
A true family office approach
We’re proud to be part of Canada’s largest financial institution by market capitalization—a unique benefit that allows us to draw upon the full resources of RBC, including:
RBC Private Banking
Tailored, sophisticated banking and lending solutions for high-net-worth clients and their families.
RBC Royal Trust
Dedicated support for individuals looking to establish a trust or who have been named as a trustee.
RBC Insurance
Customized coverage for those with complex or valuable assets—including property, vehicles, artwork, and more.
Trusted connections, tailored solutions
Our team works with an extensive partner network across RBC and beyond to enhance the breadth and depth of services we provide, ensuring that you’re supported by the best in every field.
Jessica Blanc
Alleen Sakarian
Extending our expertise
We believe that great results come from strong collaboration. In addition to our robust network of trusted professionals, we’re happy to work closely with your existing lawyers, accountants, and other advisors to ensure every piece of your financial picture is aligned. It’s all part of the fully comprehensive, family office-style support we provide.
What we do
Why work with us?
We are committed to being your trusted partner for every stage of your wealth journey, offering clarity, confidence, and tailored solutions.
Specialized expertise
Every member of our team has a distinct area of focus, ensuring that every aspect of your wealth is handled with precision.
Comprehensive support
We don’t just manage one part of your financial picture—we consider every facet of your wealth, from legacy planning to investment management, in a true family office approach.
Regular communication
Whether it’s an annual review or a quick check-in, we’re always here to ensure your financial plan is working for you.
Deliberate. Transparent. Customized.
We believe that effective wealth management starts with a comprehensive family office approach. That’s why we lead with a four-step process designed to provide us with a clear framework for understanding your goals, implementing your desires, and preparing for the years ahead.
We start by getting to know you—your aspirations, values, and challenges. This allows us to identify your priorities and lay the foundation for a financial strategy that’s as unique as you are.
With your goals in mind, we craft a customized plan that encompasses all aspects of your financial life and is thoughtfully designed to align with your vision for the future.
Once your strategy is in place, we put it into action with precision and care, connecting you with relevant partners and expertly managing your comprehensive portfolio.
Our process is built to evolve with you. We connect with you regularly to review your progress and make adjustments as needed.
Resources
Insights to empower your journey
Our team is passionate about empowering our clients to take control of their financial future through tailored guides, comprehensive resources, and more.
Educational Guide
Blog
