Who We Are
A forward-thinking group collaborating with multi-generational families.
Michael Taglieri
Senior Wealth Advisor
Michael is a recognized financial educator, speaker and wealth advisor. His professional opinion has been featured in various national publications such as the Globe and Mail, The Report on Business, The Financial Post and Investment Executive.
As a wealth advisor, Michael specializes in helping multi-generational families and small business owners build and maintain sound financial and estate strategies. His business model is client-centric, which naturally led to the development of a Client Advisory Panel consisting of a representative group of clients whom Michael and his team work with regularly to shape and refine the client experience. His focus resides in helping clients navigate life’s transitions whether it be retirement, selling a business or planning the family legacy.
Michael is on the Board of Directors for the Prefix Institute of Contemporary Art. He is a member of The Estate Planning Council of Halton and a member of Advocis - The Financial Advisor Association.
He enjoys playing and studying guitar, as well as riding motorcycles.
Nick Vescio
Wealth Advisor
As a Wealth Advisor, Nick works alongside Michael to manage the financial needs of our clients.
Before joining the team, Nick spent many years working as a Financial Advisor in one of Canada’s leading national banks, and most recently within the brokerage side of the firm. Nick has assisted a variety of clients with various financial needs ranging from the purchase and financing of a first home, to planning for retirement. Nick recognizes the importance of taking the time to diligently uncover and understand each client’s specific circumstances, and takes pride in providing guidance and care when preparing for these milestones.
Nick is currently pursuing his CFP designation.
He is a huge Toronto Raptors fan, and is passionate about health and fitness.
Sabrina Taglieri
Operations Manager
Sabrina works behind the scenes to ensure the smooth and efficient running of operations, balancing her attention between developing internal procedures and overseeing marketing and business development initiatives.
Before joining the team, Sabrina worked at the College of Physicians and Surgeons of Ontario where she helped medical residents and practitioners navigate the extensive licensing process. It was in this capacity that Sabrina refined her skill for compassionate and proactive client care, focusing specifically on making processes as painless as possible. Ensuring understanding and managing expectations became an essential part of Sabrina’s role. This focus has since evolved into a passion for streamlining procedures enabling greater efficiency and enhancing client interactions.
Sabrina loves all things design and has a deep appreciation for fashion and decor.
Lara Watts
Client Communications Manager
In her role as the group’s Client Communications Manager, Lara is focused on ensuring that our team delivers on it’s objective of fostering comfortable and enjoyable interactions with our client families. Providing our clients with timely and accurate communications, as well as consistently executing the day-to-day operations that support their needs are a top priority to Lara.
Lara spent several years working within Assante’s corporate office, advancing through a number of key support roles during her time there at both the client and branch communications levels. Following her time at Assante, Lara joined one of Canada’s leading national banks as a Financial Planner. More recently, Lara served as the Client Experience Manager to Q Wealth Partners where she worked closely with the Portfolio Management Team and assisted in financial planning and managing the overall client experience. It’s precisely her robust and varied experience that equip Lara with the skills and intuition necessary to anticipate a client’s needs and be sensitive to the nuances that nurture a sincere and meaningful client relationship.
Lara is a Registered Representative and Qualified Associate Financial Planner™. Lara is currently pursing CFP® certification.
She is passionate about personal style and enjoys spending her time outside of work cooking and training in the gym.