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 & PARTNERS
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.
Mauro Gervasi, B.Comm
Mr. Mauro Gervasi is an independent mortgage broker and collaborating partner of LBFG who provides both residential and commercial financing. As an independent broker, Mr. Gervasi has access to a variety of lending institutions, ensuring that clients are provided with the best financing solutions available. He has in-depth knowledge of the multi-unit sector as well as extensive experience working with business owners and incorporated entities.
Serge Assayag, Actuary
Mr. Serge Assayag is the president of Botica Financial Group since 1997 and is an integral collaborating partner of Latella & Bastone Financial Group. He is an Actuary, holding a Bachelor in Mathematics and Actuarial Sciences from the University of Montreal. Mr. Assayag has developed extensive expertise in estate, tax and corporate planning. He is often called upon for his independent opinion, advice and solutions for complex financial planning situations.
Dean Psycharis, Me
Me Dean Psycharis is the Founding Partner of BLP Lawyers and is a key collaborating partner of Latella & Bastone Financial Group. Me Psycharis specializes in corporate and commercial law, with vast experience representing mid-market businesses both in Quebec and internationally. Me Psycharis and his team assist clients of all sizes in various practice areas of business law, including Real Estate, Mergers & Acquisitions and Litigation.
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A holistic approach to your financial wellbeing. 🌱
💵 Tax Planning
🔍 Insurance Solutions
📈 Investment Management
🏠 Estate Planning