Growing & Managing Your Wealth Shouldn't Feel Overwhelming
At Conti Wealth Partners, we simplify the complex, replacing financial stress with clarity--so you can focus on what matters most. Don't let money worries hold you back or strain relationships. We're here to help you take control with confidence!
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you and help you define and reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice alongside our dedicated team of specialists that help incorporate;
• Financial Planning
• Investment Management
• Insurance Solutions
• Tax Solutions
• Estate and Trust Services
• Charitable Giving Strategies
MEET YOUR TEAM
Anthony Conti
As a Wealth Advisor, I have the privilege of guiding Individuals and businesses on their wealth journey. My primary focus is to facilitate smart financial decisions and manage complex wealth goals, ensuring a stress-free experience for my clients. Together with my partners, I develop customized wealth management plans and solutions tailored to each clients unique circumstances and aspirations. I currently hold the Chartered Investment Manager designation and have a Major in Sociology with a Minor in Economics. I am also a licensed Insurance advisor with an eagerness to continue my education journey across the breadth of my practice.
Outside of work, I'm a proud father of a beautiful baby girl and have a passion for community outreach with my wife. I enjoy travelling, sports, church and spending quality time with my family
MEET YOUR PARTNERS
Raymond James Financial Planning Ltd. (Canada)
Jacqueline Knoblauch
- Specialized in financial, estate and insurance planning primarily for incorporated business owners.
- 14+ years of industry experience, including 8 years with Raymond James.
- A Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU).
Solus Trust Company, an Affiliate of Raymond James
Patricia Chartrand
- Identifies and works to provide appropriate trust services to assist with the smooth execution of estate planning.
- Over 22 years of industry experience with a large Canadian Bank in BC.
- B.A. in Economics and Political Science from the University of Prince Edward Island and holds the IFC (Investment Fund Canada) designation through CSI.
Raymond James Financial Planning Ltd. (Canada)
Sonya Dolguina
- Educates and advises clients on tax-effective wealth management to help them meet their unique goals.
- Specialized in cross-border taxation, with years of experience advising on complex Canadian and U.S. tax matters.
- Sonya is a licensed CPA in both Canada and the US (Illinois) and is currently completing the rigorous 3-year Canadian in-depth Tax program.
Learn more about us
Raymond James Ltd.
