Anthony Cuzzocrea

My name is Tony Cuzzocrea. I started Planmar Financial Corp in 1987. I have been a Financial Advisor for over 40 years, I enjoy what I do and have helped thousands of clients in London and surrounding areas achieve their financial goals and improve their lives. It has and will always be my number one goal to help people in any way I can. May I help you make your dreams come true?

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Mary Cuzzocrea

For the past decade I have been focusing on building wealth for my clients. I construct customized portfolios with your time horizon and risk tolerance in mind. I will look to find opportunities in the investment markets to grow your portfolio while minimizing your taxes. I look forward to building solid relationships with my clients in the many years to come.

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Jeff Floyd

My goal is to achieve the best outcome for my clients, taking risk tolerance and diversification into consideration while maintaining downside protection. My approach is to meet with clients to develop a portfolio that they feel comfortable owning, and to review together to ensure it continues to meet your needs.
Tax planning is an important part of the investment process and I can structure investments to be tax efficient while maximizing your returns.

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Mark Potter, B.Comm, CFP®

Born and raised in London, Ontario Mark attended McMaster University in Hamilton, where he earned a Bachelor of Commerce degree. He has since furthered his financial education by earning his Certified Financial Planner (CFP) designation. Mark’s industry experience includes large financial institutions RBC Dominion Securities and TD Canada Trust but he prefers working for independent firms such as Planmar Financial. Mark is licensed to sell both insurance and mutual funds as a broker ensuring his clients compare features of policies and investments from competing companies to find the best product.

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DD Abayre

Imagine and Investment Portfolio that fits your financial goals…

If you are…
Looking for ways to maximize returns on your investment
Confused as to where to investment retirement savings for maximum growth and security
Intending to save for your children’s future
Seeking to reduce your income tax
Eager to lessen one of life’s biggest stress, caused by the lack of financial planning
Looking for a systematic way to achieve your short-term and long-term financial goals.
Curious to know what successful investors do.

My wonderfully simple and common-sense approach will help you understand today’s fast-paced and changing investment world. It will determine where you are today and help you get to where you want to be tomorrow. Together we will work out the most efficient way to achieve your financial goals and build wealth!!

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