Who We Are
A forward-thinking group collaborating with multi-generational families.
Michael Taglieri
Senior Wealth Advisor
Michael is a recognized financial educator, speaker and wealth advisor. His professional opinion has been featured in various national publications such as the Globe and Mail, The Report on Business, The Financial Post and Investment Executive.
As a wealth advisor, Michael specializes in helping multi-generational families and small business owners build and maintain sound financial and estate strategies. His business model is client-centric, which naturally led to the development of a Client Advisory Panel consisting of a representative group of clients whom Michael and his team work with regularly to shape and refine the client experience. His focus resides in helping clients navigate life’s transitions whether it be retirement, selling a business or planning the family legacy.
Michael is on the Board of Directors for the Prefix Institute of Contemporary Art. He is a member of The Estate Planning Council of Halton and a member of Advocis - The Financial Advisor Association.
He enjoys playing and studying guitar, as well as riding motorcycles.
Nick Vescio
Wealth Advisor
As a Wealth Advisor, Nick works alongside Michael to manage the financial needs of our clients.
Before joining the team, Nick spent many years working as a Financial Advisor in one of Canada’s leading national banks, and most recently within the brokerage side of the firm. Nick has assisted a variety of clients with various financial needs ranging from the purchase and financing of a first home, to planning for retirement. Nick recognizes the importance of taking the time to diligently uncover and understand each client’s specific circumstances, and takes pride in providing guidance and care when preparing for these milestones.
Nick is currently pursuing his CFP designation.
He is a huge Toronto Raptors fan, and is passionate about health and fitness.
Sabrina Taglieri
Operations Manager
Sabrina works behind the scenes to ensure the smooth and efficient running of operations, balancing her attention between developing internal procedures and overseeing marketing and business development initiatives.
Before joining the team, Sabrina worked at the College of Physicians and Surgeons of Ontario where she helped medical residents and practitioners navigate the extensive licensing process. It was in this capacity that Sabrina refined her skill for compassionate and proactive client care, focusing specifically on making processes as painless as possible. Ensuring understanding and managing expectations became an essential part of Sabrina’s role. This focus has since evolved into a passion for streamlining procedures enabling greater efficiency and enhancing client interactions.
Sabrina loves all things design and has a deep appreciation for fashion and decor.
Vanessa Skubic
Client Service Administrator
Vanessa is the newest edition to the Taglieri Group! As the team’s Client Service Administrator, Vanessa focuses on supporting all members of the team by ensuring the smooth and timely completion of various administrative tasks. Vanessa contributes to the team’s objectives of efficiency and organization by applying her analytical and critical-thinking skills consistently. She is passionate about fostering compassionate client care and looks forward to working intimately with all our client families.
Educated at McGill University, Vanessa majored in Mathematics and Economics and completed further studies in Finance at London School of Economics and International University of Monaco.
She thoroughly enjoys travelling, nature walks and yoga. Vanessa volunteers at the ROM, and indulges in painting, drawing, and learning new languages in her free time.