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Anthony Petruccelli

Address

4841 Yonge Street
Toronto, ON M2N5X2

Languages

    English

My Background

Most often, an investor’s primary goal is to realize returns that will help them fulfill their dreams and goals. Yet, perhaps more importantly, investors consistently seek, but rarely avoid, significant financial damage to their portfolios during inevitable bear markets. We’ve been able to successfully create customized investments portfolios that deliver our client’s desired results while protecting them from significant downside volatility. The Ferrie Wealth Management Group offers its global investors comprehensive discretionary investment, estate, and wealth management services.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.