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Tony Geraci
I am a member of Advocis.

A little about me

I have been a financial service professional for over 20 years, with my own financial planning practice for past 15 years. I feel very strongly about helping my clients set their goals, build a plan and then choose suitable solutions to meet their financial needs. I will work with you to track your progress and make changes as your needs change. My dedication to my clients has been rewarded throughout my years of practice through numerous industry distinctions and achievement awards.

In addition to helping you review and take advantage of the many cost-effective tax planning methods available through life insurance, I can also help you understand the financial needs that may become a priority should a critical illness like cancer, heart disease or stroke interfere with or eliminate your source of income.

I have been happily married for 27 years and have two wonderful children. Staying physically active and involved is important to me and I have always felt a strong need to give back my community particularly to those in need. As a member of the Oshawa chapter of the Kinsmen Club, I have helped to organize their annual Christmas Hamper program and their annual comedy night to raise funds for Cystic Fibrosis. When I’m not working, I can be found on my bike around the neighbourhood and in training for my annual participation in the Becel Ride for the Heart and Stroke Foundation.

My contact info

Cell: 416 477-2842
Fax: 1-866-297-7110

105 Consumers Road
Whtiby, ON
L1N 1C4

My specialties

  • Investment planning
  • Life insurance
  • Living benefits
  • Disability insurance
  • Retirement planning
  • Estate planning
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