You are more experienced now, your bank account is larger, and it is easier to think further ahead.
- About Us
- About You
- What We Do
- Request Info
- Portfolio Access
You have handled money since your first paper route or your first babysitting job. But that doesn’t mean that what you have been doing all these years has been the best you could have done with your financial resources. That’s why it helps to get the advice of an experienced professional whom you can trust, and with whom you can feel comfortable. Gary Talosi has been helping families in the Niagara Peninsula for over thirty years, and he welcomes the opportunity to earn the right to help you and your loved ones also.
It starts by being a good listener. Gary will ask you about the details of your current situation – not just the financial numbers, but about your family, your hobbies, your job, your plans, your goals, your concerns, and your “bucket list.” Then Gary will give you a chance to ask any questions you might have, including his background, his experience, his office team, and how he gets paid. A next appointment will be set up, at which time you can ask more questions and Gary will give you a summary of your current situation and his short term and long term recommendations. Only then do you decide if you want to set up another meeting to proceed. There is no cost, pressure, or obligation.
Gary was born and raised in Welland, and has lived and worked in south Niagara all of his life. Gary and Angie have been happily married for over forty-two years. They have two daughters and a son, all of whom are married. They have been blessed with three grandsons aged 12 to 14. Family is very important to Angie and Gary.
Gary is committed to contributing to the communities in which he lives and works. He currently serves on the board of the Port Colborne Community Fund (part of the Niagara Community Foundation), Mapleview Charities, and the Notre Dame Alumni Association. He is a Past President of the Port Colborne Wainfleet Chamber of Commerce, and a former chair of the Finance Council at St. Kevin’s Parish. Gary also served one term as a Trustee on both of the local English Language School Boards.
At Lifestyle Wealth in Port Colborne, Gary is fortunate to work with a very capable team of licensed individuals, Dino Berardocco and Sheri Bradnam. They work together to do the absolute best that they can for their clients. "We are committed to treat your money with as much care and attention as we do our own money."
Gary and the team at Lifestyle Wealth in Port Colborne are humbled by the trust and confidence they have earned from a few generations of many families across the Niagara Peninsula. To arrange a free consultation with absolutely no obligation, call Lifestyle Wealth at 905-834-9444.
Life has a lot of challenges, but worrying about your finances shouldn’t be one of them. Dino is always available to help you achieve whatever financial goals you have in mind. He has helped many clients over the years with his knowledge and understanding of this ever changing industry and he can help you get there too.
Dino has been in the business industry for 16 years and in financial services for 12 years. He is friendly, approachable, patient, energetic and enthusiastic. His admiration of the financial planning industry has made him committed to working with you to make you feel comfortable in reaching your financial objective with a no pressure approach. He treats each client’s situation with his or her best interests in mind and will use his expertise to work out a plan for his or her individual needs. He is dedicated and motivated to helping you reach your financial destination.
Dino was born and raised in Welland, where he currently resides and is a dedicated husband and father. His willingness to help others is instilled in him and he strives to be there whenever help is needed.
Dino was a volunteer at Tanguay Place, a home for disabled adults, where he was the past President and sat on the Board of Directors for 9 years. He is also dedicated to fitness and healthy living.
Dino speaks and understands both Italian and French, as well as English. If you’re looking for a trustworthy financial advisor who will be there for many years to come and who can assist you with Mutual Funds, GIC’s, estate planning, Education Savings, or a Financial solution that suits you, please call him to arrange a free no obligation meeting at (905)834-9444.