Anton Tucker, CFP®, FMA, CIM®, FCSI®
Exec VP & Portfolio Manager
Oakville office: (905) 330-7448
Anton co-founded Tridelta Financial and remains an active member of the management team and investment committee. He is also a registered portfolio manager & wealth advisor servicing clients. He is located in Oakville and manages our branch office there.
He was born and raised in South Africa where he attended a top private school, St Stithian’s College where he combined his academic education with sport and was awarded the prestigious ‘Sportsman of the year’ honour.
After graduation, he was drafted into the South African Navy where he successfully completed the grueling officer’s course and served as a divisional & navigational officer.
Anton’s business career began in marketing and sales. Over the years while working with numerous multi-national corporations such as Colgate Palmolive, Revlon & SAB miller, he was promoted to the Board of Directors.
Anton immigrated to Canada in 1994. He successfully completed a variety of securities courses including derivatives & options, branch manager and compliance. He joined CIBC Wood Gundy as an investment advisor and proved his abilities by successfully achieving the President’s Council Award for excellent performance.
Anton then joined Merrill Lynch in search of broadening his knowledge from a global financial leader. Some years later he joined CIBC Imperial Service where superior performance was recognized through his Achievers Award. He also studied and attained his Certified Financial Planner (CFP) designation.
Anton’s belief that there had to be a better client focused solution led him to co-found TriDelta Financial. As Executive Vice President, Anton continues to work directly with clients, while building and coaching a team of like-minded wealth management advisors.
TriDelta Financial has become known as a place for those looking for unbiased and holistic financial advice. The firm was built to minimize the bias and conflict found in most areas of Canadian financial services.
Anton’s focus is providing ‘financial peace of mind’ to individuals and families. He sets out to first understand his clients life and financial goals and then crafts a plan that covers investment, insurance, cash and debt management solutions. Once approved he will implement, monitor and review ongoing to ensure efficiency of his clients wealth.
Call Anton today at (905) 330-7448 or email at firstname.lastname@example.org for a consultation.