About Us

About Us

Strategic wealth planning advice focused on the succession of your family-owned business and wealth. We work together with professional advisors in creating tax-efficient customized succession plans for your business and wealth.

Providing strategic wealth planning advice focused on the areas of tax  and estate, business succession planning, corporate ownership structures and wealth transfer alternatives. We assist you with providing a roadmap for critical decision making in respect to your business and wealth. Emphasis is placed on your tax and legal ownership of assets and insurance planning needs and opportunities available.

About AMS Wealth

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. 

Tony has tutored for the CPA Canada In-Depth Tax Program and has been a facilitator for the CPA Ontario program.

Education

  • Chartered Professional Accountant (CPA, CA)
  • Certified Financial Planner (CFP)
  • Chartered Life Underwriter (CLU)
  • CPA In – Depth Tax Program
  • CPA In – Depth Tax Issues for the Owner – Managed Business

Ken Poniatowski, CFP

Director of Operations

With over 10 years of experience in the financial planning & insurance industry, Ken brings critical knowledge and support to help our families implement and maintain appropriate financial health.

 

Ken is responsible for the operations of the business including assessing financial products, underwriting, servicing and technological functions.

 

On his down time, Ken enjoys spending time with his wife and two children, as well as playing hockey.

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.