Welcome to Manzo Group
Our team provides common sense financial guidance and expertise all the while utilizing a highly personal approach. Simply put, our mandate is to ensure you and your family will never have to worry about your financial future. We do this through the use of our extensive network of tax, retirement and estate planning experts both at the regional and national level.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 25 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
We met Mr. Manzo at an educational workshop that he had organized. We were so impressed that we booked a consultation with him. After 27 years, five financial advisors/planners and a lot of frustration, not to mention suspicion that our finances were not well managed, Mr. Manzo patiently and thoroughly went through our money mess. This, needless to say, involved several meetings. It is the best and remains the best advice anyone can find around!!! We wish we had met him earlier. We are so ever grateful for his being there.
Dr. Dokiso Nchama, Pediatrician
Having a CERTIFIED FINANCIAL PLANNER® professional also trained as a Chartered Accountant is the ideal combination I wanted to ensure, protect and grow my portfolio. Angelo Manzo is more than those credentials. He is professional, empathetic and has a global view of what is needed for families as their needs change and his expertise is tested. He has always passed the test with top honours. It is a pleasure depending on and working with Angelo for our security. I would recommend him for anyone at any economic level and professional level. He is flexible enough to fulfill the needs of a total universe. Would never change this professional for others who profess to be professionals... there is a vast difference.
Dr. Steven Appelbaum, Professor