Agostino Iermieri is dedicated to helping business owners and high-net-worth individuals create and preserve wealth. The key to his success is the personalized approach he takes to assisting clients with a broad range of financial needs, including tax-free capital exit strategies, estate preservation, critical illness protection, and funding of buy-sell agreements.
Agostino refuses to take a cookie-cutter approach with clients because he knows that they all have different financial situations and different goals in mind for themselves and their loved ones. He says, “Anybody can sell you a product. We structure programs and recommend strategies that will help:
- Minimize taxes
- Protect assets
- Cover risks
- Get money out of your company tax-free.
Agostino is well qualified to help his clients. He holds a Bachelor of Commerce degree and has worked in financial services since 1987. During that time, he has successfully assisted hundreds of business owners with strategies that provided recurring savings and tax advantages.
Due to the outstanding advice and service he provides, Agostino has built a loyal following of satisfied clients. His practice continues to flourish thanks to clients recommending him to friends, family members and business associates.
Away from work, Agostino is active in his community as a member of the Financial Estate Planning Council and through such charities as MS and Montreal Children’s Hospital. In his leisure time, he enjoys songwriting and leading a healthy lifestyle.