Robin Tomarchio

Consultant

Helping you to build and protect your wealth

Contact MeMy Speaking Engagements

Hi, I’m Robin Tomarchio.  I help clients to develop a full picture of their financial potential and their wealth goals.  Together, we create a plan to achieve those goals and ensure that all important elements are protected – now and tomorrow.

My Story

I am a life-long resident of Durham Region.  I was born in Ajax and we moved to Brooklin when I was 6 years old.  My family established our home and family business in Brooklin. 

I learned about hard work at a young age.  My parents own a busy restaurant, Corrado’s, and I started my working career as a server there.  As I grew up, I took on more managerial responsibilities and seeking better ways to deliver positive outcomes became my passion!

This passion led me to my studies in Business Law at Carleton University.  The concept of strategically managing situations to produce profitable and positive outcomes appealed to me and lead me in the path to Financial Consulting.

I am now married and living with my wife in Oshawa where we purchased our first home, which we now share with our dog Cali, a VERY energetic and fun Golden Doodle!

 I enjoy working as a Financial  Consultant very much.  My clients are warm, caring people who work hard and want to enjoy and protect the results of that hard work.  I help them to optimize their wealth so that they can realize their dreams and enjoy the journey along the way.  I hope that I can do that for you and your loved ones too. 

My Approach

I view financial planning from a holistic perspective.  A person’s financial health is determined from the combination of six different financial planning disciplines:

1) Retirement Planning – How much income do you want to have in your retirement and for how long? (Have you set a retirement date?)

2) Insurance Planning – Protecting yourself, your loved ones and making sure everyone will be okay now and in the future.

3) Estate Planning – What will happen when you die?  Will taxes eat into your estate leaving less for your loved ones? What about your assets?  How will you pass along things like your family cottage or your business to the next generation?

4) Cash Flow and Debt Planning – Paying Down Debt, Getting rid of your mortgage faster.

5) Investment Planning – Involves the rate of return on investments AND how all these other aspects work with the rate of return to determine the requirements to make this happen.

6) Tax Efficiency – Making sure your entire financial plan works efficiently from your investment selection to how you pass on your estate. Everyone needs to make sure they are doing this in the most effective way possible.

 

Once these six disciplines are in action you will now be able to achieve an optimal plan that is focused on your unique life style. If you would like to focus on optimizing your financial plan today, contact me now to discuss.

 

 

~Robin Tomarchio 

Speaking Engagements

 

See below for a list of 2020 Seminar Dates that both clients and prospective clients can visit and learn more of what I can do for you.

Wednesday February 26th, 2020 – Fiancing Your Retirement (Pre-Retirees) – Ajax Convention Centre

Wednesday March 25th, 2020 – Business Owners Seminar – Ajax Convention Centre

Wednesday May 27th, 2020 – Estate Planning Seminar – Oshawa (Location TBD)

Wednesday July 29th, 2020 – Fiancing Your Retirement (Pre-Retirees) – Ajax Convention Centre

Wednesday September 30th, 2020 – Master Your Retirement – Ajax Convention Centre

Wednesday November 25th, 2020 – Master Your Retirement – Oshawa (Location TBD)

I encourage you to bring a guest who you believe would benefit from an introduction to myself and the IG Wealth Management team. Contact me today to RSVP

  ~Robin Tomarchio 

Unlock your Financial Potential

Contact Me

5 + 11 =

Your messages are sent directly to me.  I will only use this information for the purposes of contacting you for the reason(s) stated in your message.  I look forward to speaking with you soon!
Robin Tomarchio

( Or if you would prefer to phone or text me you can contact me at: 905-447-5389 )

Call Now Button