Latella & Bastone Financial Group provides our clients with a holistic approach to managing their financial well-being. Through our collaborative and strategic partnerships with Bastone & Associates Inc. and Manulife Securities Inc., our clients benefit from leading industry experience and knowledge.
Comprised primarily of business owners and professionals, they receive timely expertise through a comprehensive service offering that includes: Dedicated tax planning, advanced insurance concepts, estate planning and a leading industry investment management team. Positioning itself as a niche in the financial service industry, our team of financial specialists aim to foster close relationships with our clients that are built on trust and professionalism.
MEET OUR TEAM
LATELLA BASTONE FINANCIAL GROUP
Anthony Latella, F.PL
Graduated from John Molson School of Business, receiving his Bachelor of Commerce with a major in finance and minor in economics. He is also a member of the Charter of Financial Planners in Quebec. Anthony uses his expertise in Financial Planning, Investments and Insurance to put in place strategies that are tailored to each client situation.
Anthony Bastone, CPA
Graduated from John Molson School of Business, receiving his Bachelor of Commerce with a major in accounting. He is also a member of the order of Chartered Professional Accountants. Anthony uses his expertise in corporate structure and tax to analyze the financial positions of our clients and implement fiscally efficient strategies.
GET IN TOUCH
A holistic approach to your financial wellbeing. 🌱
💵 Tax Planning
🔍 Insurance Solutions
📈 Investment Management
🏠 Estate Planning