Sal Formusa CA, Greg Jizmejian, Danny Liberatore, Gino Zuccaro CA, Nelia Galvao
The accounting firm of Formusa Zuccaro L.L.P. provides an integral role and support in the integrated wealth management platform for the Wealth Enrichment Financial Group at Raymond James.
When it comes to managing their financial affairs, many Canadians seek out several different professionals to handle each task (such as accountants, financial advisors, lawyers, etc.) and the result is a handful of different people each doing their own thing, lacking any kind of central coordination.
If a group of musicians is to attempt the same thing - each practising on their own, never communicating with their fellow musicians - their resulting concert would be a jumbled mess of noise. The only way to achieve the desired result of music is for the musicians to work together, play from the same sheet music, and be led by a skilled conductor.
Danny Liberatore and his team at Raymond James, along with the independent accounting firm of Formusa Zuccaro LLP, believe in delivering wealth management symphonic style. We believe that our role is to coordinate and oversee the solutions for every aspect of your family’s financial affairs.
What Makes Us Different
- We are the only comprehensive integrated wealth management team in Vaughan.
- Our team of advisors has the expertise and experience to help our clients.
- We provide a Client Engagement Roadmap that crystallizes expectations.
- We ask our clients how we are doing and how we can improve on delivering value to them.
- We treat our clients as we wish to be treated.
Greg Jizmejian, CFP®, CLU, CH.F.C., TEP, EPC
Estate Planning Advisor, Raymond James Financial Planning Ltd.
Greg is a Certified Financial PlannerTM professional, a Chartered Life Underwriter® and a Chartered Financial Consultant®. In 2017, he completed the Elder Planning Counselor program and achieved the Trust & Estate Practitioner designation.
Since 1985, Greg has been helping families protect the people and values they cherish most. In 2019, after 17 successful years as vice president and estate and insurance advisor at a bank owned investment firm, he joined Raymond James as their estate planning advisor for the GTA.
For more than 15 years, Greg has been an ardent supporter of JDRF. The fundraising team he founded, No More Pricks, has raised $100,000 and counting. In 2007, Greg began an annual fundraising bike ride from Toronto to Niagara, and he currently serves on the Toronto JDRF ride cabinet. A graduate in fine arts from the University of Toronto, Greg is a regular contributor to stage designs for performances in his church, and has a modest collection of paintings from his travels to Bali, Russia, Italy, Cuba, Armenia and India.
- Wealth Enrichment Financial Group 3000 Langstaff Road Upper Level Unit 17 Vaughan, ON L4K 4R7
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- F 866.436.4625
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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