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Industry Expertise

Our team of professionals have decades of experience, allowing our clients to receive effective strategies to optimize your financial wellbeing.

Strategic Partnerships

Our strategic partnerships with financial institutions, Bastone & Associates Inc. and Manulife Securities Inc., allows our clients to benefit from leading industry experience.

Holistic Approach

Latella & Bastone understands every individual has unique financial needs and objectives, which is why we offer tailored solutions that add tangible value to your financial future.

Our Financial Services

Latella & Bastone’s mission is to help our clients with actionable solutions that improve their personal and financial wellbeing while creating lasting relationships built on trust, honesty and professionalism.

Personal+Corporate Tax Planning

Our knowledgable and dedicated team works with clients to help them understand the value and benefits of the tax strategies we put in place.

Insurance Solutions

Whether you are looking to provide for your family, protect your wealth or increase the valuation of your estate, Latella & Bastone is here to assist you.

Investment Management

Through our strategic partnership with Manulife Securities Inc. our clients have access to experienced and professional investment team.

Estate Planning

Our dedicated team of specialists and legal experts help guide and consult clients through the emotional chapter of estate planning.

Some Of Our Partners

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