Advisor Profile: Gerardo Cappelli
 |
Gerardo Cappelli
Senior Investment Advisor |
Gerardo began his career over 16 years ago. He graduated from the University of Toronto with a Bachelor of Commerce. He has also achieved the designation Canadian Investment Manager and Certified Financial Planner. Gerardo has firsthand experience with the challenges facing new Canadians who through their hard work and dedication built better lives for themselves and their families. He volunteers in the community coaching children’s soccer in the summer. During the year, he is actively involved with organizations that work with children with special needs. Gerardo is married and together with his wife, they are raising two boys in Toronto’s Beach neighbourhood.
 |
Ed Galvez
Administrative Assistant |
Edward started 14 years ago in the industry. He lived in the Maritimes and Quebec in the late 80’s and 90’s studying Business Management and Marketing at St. Francis Xavier and McGill University. He then moved back to Toronto to start his career. Edward is involved with the Canadian Colorectal Society, Starlight Foundation, and the Toronto Children’s Hospital. He is a founder and captain of a GTA Volleyball Club and very active in the volleyball community developing players and interest in the sport. Edward, his wife, and their young son, live in the community of Lakeview in Mississauga
Our Approach
What Makes Gerardo Cappelli Different?
Our approach to business starts with you. We have a strong desire to help you succeed. That is why we spend the time necessary to understand you and carefully build a conservative wealth management program unique to you and your family.
How Do We Do It?
Gerardo’s conservative wealth management program incorporates 8 steps. Through a written customized wealth management plan Gerardo addresses the various areas of financial planning as it relates to investments tax minimization and estate planning (as it relates to your investments), retirement income planning, philanthropy, business success, portfolio construction and management. Once your plan has been implemented, a structured review program is put in place that includes regular financial planning and portfolio assessments.
Who We Do It For
Our clients are people who understand the value of expert advice to help manage their wealth, and seek our advice to maximize opportunities and help minimize risk. Our clients include working and retired investors who have accumulated wealth through disciplined savings, small business owners who have sold their assets, principals of publicly traded companies. We serve the friends, family and business partners of our clients – people referred to us by our clients because we have earned their trust and respect. We serve people like you, who have the wisdom to recognize that managing one’s wealth requires a high degree of experience, dedication and commitment.
Gerardo Cappelli and Ed Galvez are located in downtown Toronto. To speak with Gerardo or Ed directly and find out more about how they can assist you with your financial goals, please contact their office directly at 416-646-6928.