Tony Katarynych CLU®, FCSI®, CEA, CFP®, CH.F.C.®, FMA, TEP, CPCA

Vice President,

Senior Financial Planning Advisor

Since 1978, Tony has been providing exceptional client service and advice. During that time, Tony has successfully guided clients through several economic cycles and challenging times, and his numerous accreditations attest to his commitment to providing the very best advice. Tony and his team recently were honored to be voted Orillia Today’s Readers’ Choice for Wealth Planning for 2013.

Tony specializes in retirement and estate planning with an emphasis on taxation for business owners, professionals, retirees, and pre-retirees. His personal mission statement is to serve as each client’s Chief Financial Officer so that they may have more time to enjoy life and have fun. Tony is a member of the Orillia District Chamber of Commerce, and a past board member of the Community Foundation of Orillia and Area. He has also volunteered with the Orillia Soldiers’ Memorial Hospital Foundation and was a member of the OSMH board of directors for 7 years. Tony has also chaired the Orillia & Area Physician Recruitment & Retention Committee. He continues to support his local community with various fund raising efforts.

Having been married to Annette for over three decades, Tony is the proud father of Kirstyn, Lindsay, Michael, and Adam, and a very proud grandfather to Hannah. Tony enjoys time with his family, mountain biking, road cycling, kayaking, snowshoeing, hiking, skiing, and a glass of fine red wine.

Designations Held by Tony

CFP® | Certified Financial Planner

The Certified Financial Planner (CFP) designation is an internationally recognized standard for financial planning. It is granted by the Financial Planners Standards Council (FPSC). Advocis is one of the FPSC's founding member organizations offering courses leading to the CFP designation. An advisor with a CFP may help you with personal financial planning and offer advice on investment products and strategies.

CLU® | Chartered Life Underwriter

The Chartered Life Underwriter (CLU) is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry.

CH.F.C. | Chartered Financial Consultant

A Chartered Financial Consultant (CH.F.C.) is a financial advisor with advanced knowledge in wealth accumulation and retirement planning. An advisor with a CH.F.C. is an expert in retirement planning and capital accumulation strategies.

TEP | Trust and Estate Practitioner

TEP is a multi-disciplinary organization with the most experienced and senior practitioners in the field, including: lawyers, accountants, financial planners, insurance advisors and trust professionals. They provide domestic and international advice on trust and estates, including planning, administration and related taxes. The TEP designation is the hallmark for trust & estate practitioners.

FMA | Financial Management Advisor Designation

FMA holders are recognized as experts in serving the needs of today's wealthier and more sophisticated clients, with a focus on advanced Wealth Management Techniques and Portfolio Construction. This designation gives advisors the knowledge and expertise needed to handle complex wealth management issues and the ability to counsel high net worth clients. Advisors gain an enhanced understanding of the wealth management process, including estate and tax planning. As an FMA, there is an expectation of Truth, Integrity, Justice, Fairness and Honesty when dealing with clients and professional peers.

FCSI® | Fellows of CSI

Every industry has leaders - people who go above and beyond to set new standards that others strive towards. In Canadian financial services, these people are the Fellows of CSI (FCSI®).  The FCSI is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

CPCA® | Certified Professional Consultants on Aging

Certified Professional Consultants on Aging (CPCA)s® are professionals who have taken a comprehensive 24 module course about the health, social, and financial aspects of aging. Dr. John Crawford, VP Education, and a retired professor of Gerontology refers to the curriculum as "Gerontology 101 for business - taking cutting edge research and translating this into best practice for professionals serving the 50+.