Marcio Armando RFP® RFC®
Principal Financial Consultant

Over the last decade I have been working with high income and high net worth professionals and business owners on writing, implementing and monitoring their financial plans. This has resulted in a wealth of knowledge I use to identify patterns with client financial planning needs.

Having a plan is important, but getting the advice of an expert to implement your plan is crucial. I work together with you and your team of trusted professionals to offer comprehensive wealth management solutions.

I am committed to understanding your needs and providing you with in-depth analysis and personalized solutions. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning in my network, I'll help you keep up-to-date with the increasing changes in the financial services industry.

Whether you're examining investment performance or wishing to customize your tax and retirement options, you can be confident you'll have the necessary detailed information you need to make your most important investment decisions.

I provide written plans to professionals, families and corporations in the process of assisting them in achieving their financial goals.

Jordan Allan
Associate

I am a financial security advisor with years of experience in the field. I come from 20+ years in the hospitality industry which ultimately lined me with a successful career path in financial planning. I have worked with a variety of clients, from individuals to businesses, and have helped them achieve their financial goals. I am knowledgeable in a variety of financial topics, including investment planning, retirement planning, and estate planning.

I recognize that each client has individual needs, so I take the time to understand and appreciate each client's situation before making recommendations. I believe in educating clients and work diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans.

When not working with my clients, I enjoy traveling as well as golfing, hiking, snowboarding and ice hockey. I love meeting new people and learning new things. So please feel free to say hello and share a story with me.

Bobby Faboyede
Associate Consultant

Over the last seven years I have been working with professionals and business owners on their financial plans and providing them with accounting and tax services as well as advice. This has resulted in a wealth of knowledge I use to identify patterns with client financial goals and needs. Whether you're wishing to create your tax and retirement plans or customize your existing plan, you can be confident you'll have the necessary detailed information you need.

I am an Accountant and Tax expert with almost ten years of experience helping families, small businesses and individuals organize their financial lives and save on taxes. I also specialize in Mortgages and Loans. I use all my experience in these areas to help clients create financial success.  

Whether you want to create your tax and retirement plans or customize your existing plan, you can be confident that you will have all the necessary and detailed information for you to make the best decisions. 

In the world we live in today a lot of people are looking for trusted financial advice that can be easily explained and steps they can take to implement this to start building their financial future. I can help you take control of your finances and feel confident knowing that you are working towards your financial goals.  

When I’m not working with my clients, I enjoy reading, golfing, and seeing a good movie. I also enjoy spending time with friends and networking.  

Willow Jarquin
Associate Consultant

I joined the financial services industry to transform how people think about and relate to their finances. It’s what I’m passionate about. There’s nothing like empowering others to see options they never knew existed. That’s exactly what I’ve been doing for the last x years.

Today, I work with high-net-worth individuals and business owners. Despite their success, many struggle to keep their financial affairs in order. They’re too busy taking care of others to take care of themselves. When was the last time you checked to see if everything is in order?

 I’m no longer surprised to find that most people don’t have the right plan in place to meet their current needs. In fact, I expect it. Human nature is reactive rather than proactive. When there’s a problem, they’ll solve it. But why wait until there’s a problem?

 I’ve seen too often the impact of being reactive. Overpaying taxes is just one of them.

My focus is on helping my clients minimize their tax liability. It’s what allows them to free up capital to grow and expand their business.

 I work with a team of experts to collaborate with my clients’ professional advisors (like accountants and lawyers) to help them take action to reduce taxes, optimize cash flow, and grow capital assets.

Carlos Jarquin
Associate Consultant

I joined the financial services industry to help those who are too busy taking care of others. When was the last time you stopped and asked: “What do my finances look like?”

I always knew I would work with numbers, I just thought it would be as an engineer or an architect. Luckily for me, my heart was never in it. Instead, I found finance. It all started when I received advice from a “Financial Advisor” that resulted in the double taxation of my money. I worked way too hard to have my money unnecessarily taxed. That’s when I realized I’m probably not the only one.

Today I spend my time with high income individuals, business owners, and entrepreneurs. Despite their success, most of them don’t have their financial affairs in order. I’ve seen too many times the impact of not having the right plan or structure in place to fulfill their current needs. Overpaying taxes is just one of them.

Tax Minimization is my driving force. It’s what allows you to reallocate resources to more significant ventures. This philosophy is one that resonates with my clients.

I work with a team of professional experts (accountants and lawyers) to help my clients implement strategies that preserve family wealth, transfer it tax-efficiently, and create lasting legacies.

Aby Yusuf
Executive Assistant

Aby earned her Bachelor of Commerce – Specialized in Finance at the Schulich School of Business. Her affinity for the financial markets and a client focused approach allows her to provide a tailored client on-boarding experience. She oversees the full cycle execution of all administrative tasks providing support to clients and associates on a day-to-day basis. Her strong organizational skills, attention to detail and high level of discretion make her a trustworthy point of contact to handle sensitive and confidential matters relating to daily activities at Armando Wealth Management.

Outside of the office, Aby is an avid reader with financial, spiritual, and psychology based literature being her top choices. She also enjoys spending time with friends & family, reading, hiking and trying out new restaurants.

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33 Lombard St Suite 3201
Toronto, ON M5C 3H8
416-876-1504
info@armandowealth.ca