Since 1979, Gene Piccoli has advised hundreds of affluent clients and families across Canada. The Piccoli Group specializes in applying institutional-type money management solutions to the retail investor. Every independent study on the wealth management industry has clearly demonstrated that institutions achieve market returns that consistently outperform those of retail clients.
Experience in any field is critical, especially in the area of wealth management. Gene and his team, with a combined experience of over 64 years, have made it their mission to help families achieve the same market success that is usually the domain of large institutions.
The Piccoli Group also delivers full financial, estate, and business succession planning. We believe all investors need high quality, professional advice to protect their assets against taxes, inflation, and unnecessary market volatility. Properly constructed estate plans ensure that most clients' assets flow directly to their beneficiaries in the most tax efficient way possible.
Institutional money management, financial and estate planning have always been the domain of the ultra-rich. The Piccoli Group is committed to delivering this same level of service to all of its clients.
Our first priority is our clients' success. We put advice at the heart of our relationships with them. We take time to fully understand their needs and goals, and to provide the best possible choice of solutions.