ABOUT US

Who We Are

Tony Salgado

President and Founder

Tony is a tax accountant, estate planner and life insurance advisor. Before founding AMS Wealth, Tony held various director positions within wealth advisory firms and began his career with PricewaterhouseCoopers providing tax advice to high net-worth individuals and business owners.

Tony has provided insightful information on matters regarding personal finance, tax and estate planning to various media outlets such as the Financial Post, The Globe and Mail, Advisor.ca and has appeared as a guest on BNN television and CBC radio.

Marcel Tremblay, FLMI, CFP, CHS

Vice President of Operations

Marcel brings over 25 years of life insurance planning expertise to help our clients establish a plan which will build and protect their hard-earned wealth. He is responsible to oversee all aspects of daily operations, with a focus on product design, pricing, client onboarding, as well as annual reporting obligations of all client accounts. He is instrumental in delivering on the commitment that working with AMS Wealth is not a sale transaction but a relationship.

He also enjoys running, barbecuing and spending time with his wife and two sons.

Andre Da Costa

Underwriting & Research Analyst

Andre is a trained research analyst with experience in interpreting data pertaining to cancer genomics, cardiac diagnostics, medical device investigations and various other health conditions.

As an asset to our partners and clients, his primary focus is to provide assistance with navigating the underwriting process and assisting clients with obtaining the best underwriting decision possible. Andre also continues to assist our clients and partners with regular servicing and financial modelling providing a consistent and reliable experience.

On his down time, he enjoys playing soccer, travelling and spending time with his family.

Samira Jassebi – Salgado

Executive Assistant

With over 10 years of insurance administration experience, Samira is responsible for all marketing, administrative and distribution functions of the business.

She ensures to maintain efficient and reliable processes in place which allow the executive team to deliver effective solutions to our clients and partners.

WHAT WE DO

Our Services

Business Succession Planning

The succession plan for a family-owned business requires diligent planning, years of preparation and the input of all stakeholders. These issues all revolve around the very basic question to address, which is:

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Life Insurance for Business Owners

Every family and private business is different, each with its own unique challenges. Some family members can represent key employees to the active operations of the private business and others can represent significant shareholder value (sometimes one can be both). By understanding both the business and your family we can provide valuable advice to help achieve your estate planning goals.

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Seminar and Joint Advisor Engagements

We partner with existing insurance and investment advisors to jointly consult on client engagements. If you are an existing advisor looking for additional value-add expertise specifically focused on the tax implications faced by business owners considering their insurance planning options, please contact us below for a discussion on how we can collaborate to better serve your clients

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