Our Partners

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.