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Working with you to ensure your financial future

Annex Financial provides superior customer service through our one on one attention and personal care. We take the time to understand your needs and goals and will develop a customized financial plan tailored to suit your unique situation. And because life changes over time, we regularly review your financial position to ensure that your plan changes with you.


Joe Iantomasi – Hons BA (Econ)  Photo
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Joe Iantomasi – Hons BA (Econ)

Financial Advisor

Joe Iantomasi – Hons BA (Econ)

Financial Advisor


Joe brings 15 years of specialized experience & knowledge to assist clients in achieving their financial goals. His extensive wealth management background includes comprehensive insurance & investment planning. 


joe@annexfinancial.ca
Mario Tavares – Hons BA (Econ) Photo
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Mario Tavares – Hons BA (Econ)

Financial Advisor

Mario Tavares – Hons BA (Econ)

Financial Advisor


With more than 15 years of experience working in the financial industry, Mario is committed to providing sound financial advice and maintains continued success developing customized plans that help clients realize their financial goals.

mario@annexfinancial.ca

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Deborah Aceto

Marketing Assistant

Deborah Aceto

Marketing Assistant


As our Marketing Assistant, Debbie takes pride in providing exceptional client service through prompt and personal attention.With broad range of industry experience she is perfectly aligned to assist Joe & Mario in providing effective communication and administration to our clients. 

debbie@annexfinancial.ca

1-905-665-6363