Anthony Ortona
About Anthony Ortona
Anthony Ortona is a Mutual Funds Representative and Financial Security Advisor at IG Wealth Management in Pointe Claire, Quebec, with over 16 years of experience in investment, tax, and retirement planning. He holds a Bachelor of Commerce in Accountancy from Concordia University and previously worked as an Accountant at Ernst & Young.
Work at IG Wealth Management
Anthony Ortona has been associated with IG Wealth Management since 2004, currently serving as a Mutual Funds Representative and Financial Security Advisor. His role involves providing comprehensive financial planning to assist clients in achieving their short and long-term financial goals. Prior to his current position, he held the title of Division Director from 2009 to 2018, where he contributed to the firm's operations for nine years.
Education and Expertise
Anthony Ortona studied at Concordia University, where he earned a Bachelor of Commerce degree with a focus on Accountancy from 1995 to 1999. He also attended Marianopolis College from 1993 to 1995. With over 16 years of experience in investment, tax, and retirement planning, he applies his educational background and expertise to guide clients in their financial journeys.
Background
Before joining IG Wealth Management, Anthony Ortona worked at Ernst & Young as an Accountant from 2000 to 2003. This role provided him with a solid foundation in accounting, which he leverages in his current financial advisory work. His extensive experience in the financial sector enhances his ability to offer informed advice to clients.
Achievements
Throughout his career, Anthony Ortona has built a reputation for providing effective financial planning services. His tenure at IG Wealth Management has allowed him to develop a deep understanding of the financial needs of clients, contributing to their success in achieving financial goals. His long-standing commitment to the industry reflects his dedication to client service.