Marcio Armando

Marcio Armando is a dedicated Consultant specializing in addressing the comprehensive financial needs of his clients through innovative strategies tailored to each individual's goals.

With a strong commitment to staying updated on industry changes, Marcio, supported by a proficient team of experts, ensures that financial plans are continuously aligned with clients' evolving requirements.

His noteworthy access to a network of industry professionals enables him to provide unique and effective solutions to his clients, setting him apart in the financial consultation realm.

Marcio's expertise revolves around the Six Pillars of Planning, emphasizing aspects like maximizing cash flow, building investment portfolios, tax management, retirement readiness, risk management, and estate planning to craft holistic financial strategies.

In terms of education, Marcio Armando holds an Ontario College Advanced Diploma in Business Administration and Marketing from George Brown College, complemented by an Ontario College Certificate in Business Fundamentals from Seneca College of Applied Arts and Technology.

With a rich professional background, Marcio has served as an Investment Funds Representative at Investia Services financiers inc./Investia Financial Services Inc., and held significant roles as Principal Consultant at Armando Wealth Management and Consultant at IG Wealth Management.