Torchia & Associates Wealth Management

Torchia & Associates Wealth Management Advisors focus on protecting and enhancing the financial goals of a select group of successful families and business owners.

With more than 40 years of combined experience, we deliver results by taking great care in understanding our clients’ financial goals, as they relate to their occupation, family, and recreational desires. We then design customized tax-smart strategies, while proactively anticipating market movements to minimize risk and maximize returns.

Supported by a team of in-house experts, we offer a full suite of services; investment and risk management, tax and estate planning, insurance strategies, tax efficient investing, philanthropic giving and succession planning for both businesses and families.

Jeff Torchia B.Comm.
Director, Wealth Management, Investment Advisor

As one of the original 5 partners, Jeff has been with Richardson GMP since 2005. Prior to this, he was Vice President and Investment Advisor at BMO Nesbitt Burns, where he worked for more than 18 years. Jeff earned a Bachelor of Commerce degree in Finance and Accounting from McGill University. Jeff enjoys coaching hockey, participating in Habitat for Humanity projects, golfing, cycling, fishing and spending time with his wife Patty and their three children.

Jason Mayers
Associate

As the newest member of team, Jason joins us with more than 14 years of experience on the product side of the investment industry bringing an in-depth insight into mutual funds and exchange-traded funds. Jason enjoys an active lifestyle with his wife Lisa and their two young sons, spending time in the great outdoors fox hunting, participating in equine sports and playing beach volleyball.

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2019 year-end tax planning checklist
Maximize your 2019 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2019 tax year.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

25 November 2019
Energy Intervention
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18 November 2019
Enhancing the 60/40 with Alts
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December 2019
Investor strategy: Some improving signs
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