Meet the Team at ToroWealth
The team at Toro Wealth are a dynamic set of highly qualified individuals with the single-minded goal of helping our clients live their best lives through strategic and straightforward financial planning.
SENIOR FINANCIAL ADVISER
BCom, BFin (Hons), Adv Dip FS
MTax, Dip FS (FP)
BSci, Adv Dip FS, Grd Dip AFI
CLIENT SERVICES MANAGER
At Toro Wealth, our business is all about you. We are passionate about empowering our clients to live the life of their dreams. We are driven by the desire to help our clients retire comfortably and without worrying about their finances. As a team, we are guided by our core values of integrity, trust, simplicity and a commitment to clients, in the work we do every day.
We believe that retirement financial planning should never feel complex or overwhelming to our clients. We offer clear and straightforward financial strategies that will take away the confusion and leave you feeling more relaxed and confident about retired life.
Our business is all about you.
As a privately-owned firm, we are not controlled by any big banks or corporations. Our advice is 100% conflict-free. We’re not here to make commissions by selling you financial products.
We’re here simply to give you the best, most relevant and up-to-date financial advice that will help you meet your retirement life goals.
Let’s get you retirement ready
Judy Quodling – Client
Jaleen Caples – Client
Linda and Robert Haagma – Client
Lani Elford – Client
Lesley Wedgebury – Client