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Connie Cormaggi

Connie Cormaggi

RIS

Investment Advisor Associate

As a Meridian Investment Advisor Associate, I work closely with Michael Tsang, Investment Advisor at our Markham, Richmond Hill, and Scarborough branches. Together, we deliver exceptional investment solutions and comprehensive financial planning, including retirement, cash flow, tax, and estate strategies.

With over 20 years in the financial industry, I am committed to ongoing education, which allows me to sharpen my expertise and better serve our Members. Michael and I are dedicated to understanding your goals and aspirations. By regularly reviewing your financial plans and adjusting as needed, we’ll ensure your strategies remain on track.

In my spare time, I am an active member of my community. I enjoy reading, baking, and hosting family and friends for home-cooked meals. I look forward to meeting you and helping you work towards your financial goals.

 

Your Meridian Private Wealth Team

At Meridian, your financial well-being is supported by a dedicated team. In addition to your trusted advisor, Connie and Michael, who work closely together as your Private Wealth advisory team, you also have access to our Private Wealth Support team.

Whether you have questions about your account, need to book an appointment, or require a statement or tax slip, you can reach out to either Connie or Michael — they collaborate to ensure you receive seamless, personalized service.

Contact us

  • Monday to Friday, 8:30 a.m. to 5:00 p.m.
  • (905) 988-4055
  • Toll-Free: 1 (833) 701-0707

 

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Contact Connie

Telephone

(416) 281-9098


Languages spoken

English