Anthony Santaguida
Financial Security Advisor
Mutual Fund Representative
Mortgage Broker
About Anthony
Anthony Santaguida, CFA, MBA, B.Eng, is a highly accomplished and versatile professional dedicated to helping individuals and families achieve their financial goals. With expertise in finance, engineering, and mortgage brokerage, Anthony offers a unique and holistic approach to building wealth and saving taxes for his valued clients.
Financial Expertise: As a Chartered Financial Analyst (CFA) with vast experience in investment analysis and portfolio management, Anthony designs tailored investment strategies aligned with clients' risk profiles and long-term objectives.
Academic Synergy: Holding a Master of Business Administration (MBA) degree, Anthony combines his business acumen with engineering expertise, providing innovative solutions to financial challenges.
Mutual Fund Representative: Anthony is a licensed Mutual Fund Representative, guiding clients through complex investments with educational insights.
Financial Security Advisor: Anthony is a licensed Financial Security Advisor. Safeguard your financial well-being with comprehensive planning and risk management using life, disability, critical illness, health, and travel insurance.
Mortgage Brokerage: Anthony specializes in mortgage brokerage, securing the best solutions for clients' homeownership and refinancing needs.
Building Wealth & Saving Taxes: Benefit from Anthony's expertise in wealth creation and tax optimization, ensuring a prosperous future with reduced tax liabilities.
Client-Centric Approach: Anthony Santaguida values personal relationships, tailoring financial solutions to meet clients' unique circumstances and aspirations.
Take control of your financial future today with Anthony Santaguida, your partner in building wealth and securing a brighter tomorrow. Contact him now to schedule a free consultation.
Financial Services
Investments
RRSPs (Registered Retirement Savings Plans): Maximize tax advantages and grow your savings for a comfortable retirement.
TFSAs (Tax-Free Savings Accounts): Enjoy tax-free growth on your investments, making the most of your savings.
RESPs (Registered Education Savings Plans): Save for your child's education with tax-deferred growth and government grants.
RDSPs (Registered Disability Savings Plans): Secure the financial future of individuals with disabilities with tax-deferred savings.
FHSAs (First Home Savings Accounts): Prepare for homeownership with tax-efficient savings designed for first-time buyers.
Insurance
Life Insurance: Ensure a solid financial safety net for your family with life insurance. In the unfortunate event of your passing, this coverage will help your loved ones cover living expenses, outstanding debts, and future financial needs.
Which Life Insurance is Right for You?
Disability Insurance: Safeguard your income with disability insurance, offering essential financial support if you face illness or injury that prevents you from working. Rest easy knowing your financial commitments are covered during challenging times.
Critical Illness Insurance: Get peace of mind with critical illness insurance, which provides a lump sum payment upon diagnosis of covered illnesses. Use this benefit to cover medical expenses and maintain financial stability during your recovery.
Health Insurance: Take charge of your health and financial security with the right health insurance plan. Anthony can guide you in choosing the most suitable health coverage that meets your specific needs.
Travel Insurance: Travel confidently knowing you're protected with travel insurance. Whether for business or leisure, Anthony can help you find a suitable travel insurance policy that covers unexpected travel-related issues.
Mortgages
Fixed Rate: Enjoy stability with a constant interest rate, ensuring predictable monthly payments and protection against interest rate fluctuations.
Variable Rate: Experience flexibility as the interest rate adjusts based on market conditions, potentially leading to lower or higher payments over time.
Open Mortgage: Benefit from freedom with the ability to make additional payments or pay off the mortgage early without penalties, accommodating changing financial circumstances.
Closed Mortgage: Seek stability with a fixed term and interest rate, ideal for predictable payments, though early prepayment may incur penalties.
Refinancing: Optimize your finances by replacing an existing loan with a new one, potentially securing a lower interest rate or accessing equity to align with your goals.
Line of Credit: Access funds at your convenience with a flexible borrowing option. Only pay interest on the amount used, granting control over borrowing needs.
Navigating Your Mortgage - Key Considerations for Home Buyers
Tax Strategies
Anthony Santaguida is committed to helping you optimize your net wealth over a lifetime through strategic tax planning using insurance and registered government plans. As your dedicated financial advisor, Anthony leverages a combination of insurance solutions and registered plans, such as RRSPs, TFSAs, and RESPs, to create a comprehensive tax strategy tailored to your specific financial situation. By strategically utilizing these tax-efficient vehicles, Anthony aims to minimize your tax liabilities and maximize your wealth accumulation potential. His personalized approach ensures that you receive a customized tax plan that aligns with your long-term goals, securing a financially stable future. Let Anthony guide you on the path to financial success while unlocking the benefits of insurance and registered government plans for your net wealth optimization. Contact Anthony today to embark on your journey toward financial prosperity.
Office Location
595 - 100 Alexis-Nihon
St Laurent, Quebec
H4M 2P1
T: 514-894-1589
E: asantaguida@twmg.net
Financial Security Advisor
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Santaguida Financial Services Inc
Mutual Fund Representative
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TWMG Inc
Mortgage Broker
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Mortgage Architects
