Our Team | TMFG | CI Assante Wealth Management Ltd.

The McClelland Financial Group

MEET OUR TEAM

Financial Advisory Team

Michael Connon

B.Sc., CFP®
Senior Financial Advisor
Branch Owner

Michael is a financial educator and advisor who has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Procter & Gamble.

T: 905.771.5200
E: mconnon@assante.com

Carlo Cansino

CFP® CIM
Senior Financial Advisor
Carlo started his career at TD Bank, then at Assante Wealth Management in 2004 before joining TMFG. He helps young professionals build wealth during their peak earning years.

T: 905.771.5200 ext. 238
E: c.cansino@assante.com

John Iaconetti

B.A.S., CFP® 
Financial Advisor

With Bachelor of Administrative Studies, Honours in Finance, John joined TMFG in 2016 as a Service Associate. He quickly advanced to Financial Advisor with LLQP and CFP designations.

T: 905.771.5200 ext. 235
E: jiaconetti@assante.com

Ingrid Kucera

Financial Advisor

Born and raised in Toronto, Ingrid is a Queen’s University graduate with a degree in Economics and Psychology. She became passionate about finance and took courses in Risk Management and Financial Economics.

T: 905.771.5200 ext. 244
E: ikucera@assante.com

Tyler Robertson

Financial Advisor

Born in Richmond Hill and raised in Holland Landing, Tyler developed a passion for finance early on and pursued his early interest in financial industry at the University of Guelph, majoring in Finance and Economics.

T: 905.771.5200 ext. 224
E: tyler.robertson@assante.com

Gabriel Zitoli

Financial Advisor

Growing up in a small-business household in Richmond Hill sparked Gabriel’s passion for finance and business, leading him to earn a Specialized Honours B.Comm in Finance from York University.

T: 905.771.5200 ext.231
E: gzitoli@assante.com

Gabo Ron Lleras

Associate Financial Advisor

Born and raised in Oakville of Venezuelan descent, Gabo earned his Economics and Finance degree at the University of Guelph. Studied in Madrid and enriched his education before returning to start a career.

T: 905.771.5200 ext. 251
E: ghronlleras@assante.com

Support Team

Socheata Chea

Team Leader

T: 905.771.5200 ext. 226
E: schea@assante.com

Michelle Moniz

Business Development Manager

T: 905.771.5200 ext. 223
E: mmoniz@assante.com

Patrizia Palmisano-Evangelou

Service Manager

T: 905.771.5200 ext. 227
E: ppalmisano@assante.com

Keren Daich

Marketing Manager

T: 905.771.5200 ext. 256
E: kdaich@assante.com

Pina Berthiaume

Tax Specialist

T: 905.771.5200 ext. 230
E: pberthiaume@assante.com

Jessica Vannelli

Service Associate

T: 905.771.5200 ext. 236
E: jvannelli@assante.com

Cherica Vicente

Associate Financial Advisor

T: 905.771.5200 ext. 245
E: cvicente@assante.com

Rooham Kazi

Associate Financial Advisor

T: 905.771.5200 ext. 237
E: rkazi@assante.com

Lyka Ibarra

Service Associate

T: 905.771.5200 ext. 250
E: libarra@assante.com

Emily Gaudet

Tax Associate

T: 905.771.5200 ext. 252
E: egaudet@assante.com

Manuela Romero

Graphic Designer

T: 905.771.5200 ext. 249
E: mromero@assante.com

Paola Cuzzucoli

Reception and Finance Administrator

T: 905.771.5200 ext. 221
E: pcuzzucoli@assante.com

William Chan

Data Analyst

T: 905.771.5200 ext. 225
E: william.chan@assante.com

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CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Wealth planning services may be provided by an accredited CI Assante Advisor or through Cl Assante Private Client, a division of Cl Private Counsel LP, or a non-affiliated third party. Insurance products and services are provided through Assante Estate and Insurance Services Inc.