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Expert Financial Advice

You Can Trust

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs.

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Why choose a Certified Financial Planner®?

The Certified Financial Planner® certification is the world’s most recognized financial planning designation and is considered the ‘gold standard’ for the profession. CFP professionals have demonstrated the knowledge, skills, experience, and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession.
Learn More about CFP Certification.


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Joseph Defilippis

Senior Financial Advisor[br]Life Insurance Advisor[br]Partner, Sage Wealth

Joseph Defilippis, CFP®,

Senior Financial Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Distinct Wealth Advisors Inc.
Partner, Sage Wealth


Joseph Defilippis is a Senior Financial Advisor and Partner at Sage Wealth. Under his leadership, his team is committed to providing expert guidance and personalized services to help clients achieve financial success. His collaborative approach ensures that his clients benefit from a wide range of perspectives and expertise within his firm.

With extensive experience in financial planning, wealth management, risk management, and tax preparation, Joseph has the expertise and tools to help his clients achieve their financial goals. His deep understanding of the financial landscape enables him to craft comprehensive strategies tailored to each client’s unique needs, whether it’s building wealth, preparing for retirement, or managing tax liabilities. In addition to advising clients on their investment strategies, Joseph takes a holistic approach by offering personal insurance solutions that align with his clients' personal and financial needs. This ensures that his clients are well-protected while working toward long-term financial security.

Joseph holds the Certified Financial Planner (CFP®) designation and is passionate about helping clients navigate their financial futures with confidence. Outside the office, he is an avid traveller who enjoys exploring warm, sunny destinations around the world. One of his favourite experiences is relaxing on the terrace of an Italian villa with a glass of local wine, taking in the beauty of a sunset.

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Domenic Scavuzzo

Senior Financial Advisor[br]Life Insurance Advisor[br]Partner, Sage Wealth

Domenic Scavuzzo, CFP®

Senior Financial Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Sage Wealth Inc.
Partner, Sage Wealth Inc.


Domenic is a Senior Financial Advisor and Co- Branch Owner at Sage Wealth. He leads a team of successful advisors to serve a valued group of clienteles including individuals, families, and business owners from across the GTA.

He has over 20 years of experience helping clients with financial strategies, investments, wealth management, insurance and retirement strategies. Through expert advice and strategies, he helps his clients live for today while still planning for tomorrow

Domenic is a Certified Financial Planner (CFP®) committed to providing personalized financial guidance and helping clients achieve their long-term goals. He values building meaningful relationships and delivering advice that is tailored to each client's unique circumstances. Outside of work, Domenic enjoys golfing and spending time with family and friends.

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Matthew Ogus

Senior Financial Advisor[br]Insurance Advisor[br]Partner, Sage Wealth

Matthew Ogus, B.Eng.Mgt, P.Eng

Senior Financial Advisor, Manulife Wealth Inc.
Insurance Advisor,
Partner, Sage Wealth Inc.


Matthew Ogus is a Senior Financial Advisor and Chief Operations Officer at Sage Wealth. Matthew’s driving principle is not just to work in partnership with his clients to address their planning, estate, tax management, insurance, and investment needs, but also to educate them to grow their understanding, knowledge, and broad financial literacy. Matthew is a Professional Engineer who prides himself on detail-oriented work and adheres to the professional and ethical standards of his designation.

Matthew is an incredibly proud father of three boys in their late teens and early twenties. Zane, Bram, and Jack are each blazing their own trails in life, pursuing various educational and experiential paths in the areas of History, Mathematics, Physics, Computer Science, Education, and Business. Who knows – perhaps one day there might be another Ogus working alongside him.

When not at work, Matthew’s favourite place to be is on the waters of Lake Couchiching in Orillia, Ontario, or on the deck of any ocean or river faring passenger ship.

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Robert D'Angelo

Senior Financial Advisor[br]Life Insurance Advisor

Robert D'Angelo, CLU

Senior Financial Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.


Robert D’Angelo is Senior Financial Advisor on the Sage Wealth Team and has built a strong reputation as a trusted advisor specializing in both personal and corporate wealth management with over 30 years of experience in the financial industry.

Throughout Robert’s career, he has developed an expertise in creating customized financial plans that help individuals and businesses achieve their long-term goals, from retirement planning and investment management to tax strategies and estate planning. Whether he is guiding a corporation through complex financial decisions or assisting an individual in securing their financial future, his dedication to personalized service and long-term relationships remains top priority.

Robert holds a Chartered Life Underwriter (CLU) designation. Outside of his professional life, Robert values spending time with his family and friends and enjoys traveling whenever possible.

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Rocco Colangelo

Senior Financial Advisor[br]Life Insurance Advisor

Rocco Colangelo, BA®, CFP®, RRC®

Senior Financial Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.


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Jessica Tinkler

Senior Financial Advisor, Financial Planner.[br]Life Insurance Advisor

Jessica Tinkler, CFP®

Senior Financial Advisor, Financial Planner, Manulife Wealth Inc.
Independent Insurance Representative


Jessica's path to financial planning wasn't a straight line. Before finding her passion for finance, she spent time in a variety of roles and industries, an experience that shaped her into an advisor who listens first and brings real-world perspective to every conversation. She joined Manulife Wealth Inc. as a Financial Advisor in 2009, working alongside her father, and went on to partner with Harvey Beitchman for over a decade before joining Sage Wealth as a Senior Financial Advisor. Jessica's expertise spans investment planning, retirement and estate planning, tax-efficient strategies, and risk management. Paired with her CFP® designation, the highest internationally recognized financial planning credential, this equips her to help clients build clarity and confidence around their financial goals.

A bit more about Jessica:

  • Avid runner and all-around health & fitness enthusiast- yes, you will find a walking treadmill in her office.
  • Author of The Plan: Shop, Stock and Serve.
  • Proud mother of twin boys who are avid outdoors and fisherman

 

"I care for every client like family,  because to me, they are. I don't take the trust you place in me lightly. My job is to listen, communicate honestly, and stand in your corner every step of the way,  through every milestone, every market, and every chapter of your life." — Jessica
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Nick Aragona

Financial Advisor[br]Life Insurance Agent

Nick Aragona

Financial Advisor, Manulife Wealth Inc
Life Insurance Agent, Sage Wealth Inc.


Nick Aragona is a Financial Advisor on the Sage Team. His approach focuses on building long standing relationships founded on trust and sound financial advice. With over 15 years’ experience in the investment industry, he has a comprehensive understanding of tax advantageous vehicles to help various types of clients navigate their finances, clients such as individuals and corporations.

Nick earned his degree in Business Administration at Niagara University with a concentration in accounting. He earned a full athletic scholarship for soccer at University of Incarnate Word based in San Antonio, Texas.

On a personal level, Nick continues to be involved in local soccer through managing, coaching, and playing for Niagara United – Division 1. Soccer is passion that demonstrates hard work, organization and long-term commitment.

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Anthony Scavuzzo

Senior Wealth Advisor & Associate Portfolio Manager[br]Life Insurance Advisor

Anthony Scavuzzo, CIM®

Senior Wealth Advisor  & Associate Portfolio Manager, Manulife Wealth Inc.
Vice President & Insurance Advisor, Sage Wealth Inc.


Anthony Scavuzzo is a Financial Advisor on the Sage Team and specializes in working with both individual clients and corporations to help them achieve their financial objectives. His approach is centered around a bespoke investment process, carefully tailored to align with each client’s unique goals and circumstances

He is proud to collaborate with a team of exceptional professionals who bring diverse industry experience to the table, enabling the development of comprehensive and innovative financial strategies.

Anthony holds a degree in economics and finance and has earned Chartered Investment Manager (CIM®) and Life Licence Qualification Program (LLQP) designations. Outside of work, he prioritizes spending quality time with his wife, friends, and family. Whether on the golf course or enjoying meaningful moments with loved ones, he values the balance and perspective these experiences bring.


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Michael D'Angelo

Financial Advisor[br]Life Insurance Agent

Michael D'Angelo CFP®, CIM®, CLU, BBA

Financial Advisor, Manulife Wealth Inc.
Life Insurance Agent, Manulife Wealth Insurance Services Inc.


Michael is a Financial Advisor on the Sage Wealth Team and brings a wealth of expertise to his role by guiding his clients through complex financial decisions, helping them achieve lasting success.

Michael works closely with individuals and corporations to develop tailored financial strategies that align with their goals. The trust of his clients and their financial well-being is his top priority, and he takes great pride in developing long-lasting relationships

Michael holds an extensive list of professional designations, including Chartered Life Underwriter (CLU), Certified Financial Planner (CFP®), and Chartered Investment Manager (CIM®). Outside of professional life, he enjoys spending quality time with family and friends, and he is an avid fan of live sporting events and shows.

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Daniel Perillo

Financial Advisor

Daniel Perillo, CIM®

Financial Advisor, Manulife Wealth Inc.


Daniel Perillo is a Financial Advisor with the Sage Wealth team. His goal-oriented approach focuses on helping clients evaluate their cash flow, savings strategies, and investment options to support their long-term financial objectives.

Drawing on his experience in the financial services industry and his commitment to client service, Daniel helps individuals and corporations understand and evaluate important financial decisions.

Daniel earned an Honours degree with triple majors in Finance, International Business, and Management from Villanova University, where he attended on a full academic scholarship. He holds the Chartered Investment Manager (CIM®) designation, which demonstrates advanced knowledge in investment management and portfolio construction.


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Anthony Colangelo

Administrative Assistant

Anthony Colangelo

Administrative Assistant, Manulife Wealth Inc.


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Maria Porco

Executive Assistant

Maria Porco

Executive Assistant, Manulife Wealth Inc.


Maria Porco is an Executive Assistant on the Sage Wealth team with over 30 years of experience in the financial services industry. She has worked alongside Joseph Defilippis for over 25 years and provides seamless support and exceptional administrative expertise. Known for her professionalism and proactive approach, Maria consistently delivers outstanding support, contributing to the success and efficiency of the financial team. Whether managing calendars, coordinating client meetings, or supporting day-to-day operations, Maria thrives in fast-paced environments where her organizational skills and multitasking abilities are put to the test.

Maria is an avid baker known for her exquisitely decorated cookies. When she's not in the kitchen, you can find her with her nose in a book, losing herself in stories of adventure, mystery, and far-off worlds. A voracious reader and a skilled baker, Maria brings both creativity and heart to everything she does.

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Tina Ferrandini

Executive Assistant

Tina Ferrandini

Executive Assistant, Manulife Wealth Inc.


Tina Ferrandini is an Executive Assistant on the Sage Wealth team with over 25 years of experience and plays a vital role in ensuring smooth and efficient operations for the team. With a strong focus on supporting our clients and advisors, she handles a variety of administrative tasks that contribute to delivering excellent service.

Outside of work, Tina enjoys spending quality time with her family and friends. She is a big fan of watching Netflix and following her kids’ hockey games, where she cheers them on from the sidelines.

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Dahlia Clarke

Assistant Investment Representative

Dahlia Clarke

Assistant Investment Representative, Manulife Wealth Inc.


Dahlia Clarke is an Executive Assistant on the Sage Wealth Team and has worked alongside Jessica Tinkler for 10+ years. She constantly demonstrates a genuine desire to achieve and excel and thrives on a challenge and is very passionate about building strong and lasting relationships.

Dahlia holds a Bachelor of Science in Banking and Financial Services and has previously worked in the retail banking sector for 17 years. Outside of work, she enjoys visiting her two grandsons, reading and loves watching a good thriller.


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Linda Uden

Assistant Investment Representative

Linda Uden

Assistant Investment Representative, Manulife Wealth Inc.


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Francesca Tupy

Executive Assistant

Francesca Tupy

Executive Assistant, Manulife Wealth Inc. & Sage Wealth Inc.


As an Executive Administrator, Francesca plays a key role in supporting the day-to-day operations of the team and helping ensure a seamless client experience. She is often the first point of contact for clients, coordinating meetings, managing communications, and assisting with account-related inquiries for Anthony Scavuzzo and Domenic Scavuzzo. Her focus is on creating an organized, responsive, and welcoming environment for both clients and her team.

Francesca brings over eight years of experience in client support and service-focused roles. Throughout her career, she has built a strong foundation in client relations, and is known for her proactive approach, and commitment to making every interaction positive and efficient. Francesca aims to add meaningful value to the client experience through her ability to anticipate needs and provide thoughtful support.

Outside of work, she enjoys spending as much time outdoors as the weather allows – whether that’s exploring the city, taking her dog Charles out for long walks, or relaxing at the cottage.

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Abhishek Vora

Administrative Assistant

Abhishek Vora, CFA

Administrative Assistant, Manulife Wealth & Sage Wealth


Abhishek Vora is a member of the Sage Wealth Team and contributes to the team's research, analysis, and operational support activities. With over nine years of experience in the financial services industry, he assists with market research, financial analysis, and the development of investment-related insights that support the team's ongoing activities.

Abhishek is a CFA Charterholder (CFA®), holds a Master of Finance from the Schulich School of Business, and is a Chartered Accountant (India). He is committed to continuous learning and staying informed on developments in financial markets and the broader economy.

Outside of work, Abhishek enjoys practicing yoga and playing music.


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Shrinidhi Krishnan

Operations Specialist

Shrinidhi Krishnan

Operations Specialist, Manulife Wealth & Sage Wealth Inc.


Shrinidhi Krishnan is an Operations Specialist with the Sage Wealth Team, where she supports Advisors in delivering value-added services to clients. With an MBA in Finance from Mumbai University, India, and over eight years of research and operations experience in the Indian Finance Industry, Shrinidhi brings a wealth of knowledge and expertise to her role.

Outside of her professional life, Shrinidhi is an avid reader, a passionate dancer, and a budding violinist, always eager to learn and explore new interests.

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Leonardo Bisaro

Administrative Assistant

Leonardo Bisaro

Administrative Assistant, Manulife Wealth Inc & Sage Wealth Inc.


Leonardo Bisaro is an Administrative Assistant who supports Domenic and Anthony Scavuzzo in their strategic initiatives and day-to-day operations. Over the past two years, he has become a valued part of the practice, helping coordinate administrative processes with efficiency, professionalism, and attention to detail. Originally from Italy, Leonardo has adapted well to life in Canada, developing a new appreciation for winter coats along the way.

He brings strong organizational skills and a proactive approach to his role, helping support daily operations and ensuring the needs of both advisors and clients are handled smoothly and efficiently.

Outside of work, Leonardo enjoys reading, cooking Italian food, and travelling. Whether he is reading a good book, preparing a favourite dish from home, or discovering new places and cultures, these interests reflect the curiosity he brings to both his work and the people around him.


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Lucas Defilippis

Investment Advisor Assistant[br]Client Services Associate

Lucas Defilippis, Hon B.A.

Investment Advisor Assistant, Manulife Wealth Inc.
Client Services Associate, Sage Wealth Inc.


Lucas Defilippis is an Investment Advisor Assistant with the Sage Wealth team, supporting advisors and clients through account administration, client service requests, and day-to-day operations. His attention to detail and commitment to service help ensure an efficient and seamless client experience.

Lucas recently obtained his Life License Qualification Program (LLQP) certification and assists with insurance administration, including coordinating applications, managing policy documentation, and supporting the implementation of insurance planning strategies. He also holds the Canadian Securities Course (CSC®) and Conduct and Practices Handbook (CPH®) certifications and is actively pursuing additional industry licensing and professional designations to further expand his knowledge and expertise.

Lucas graduated from Wilfrid Laurier University with an Honours Bachelor of Arts in Economics and Financial Management and a minor in Management. Outside of work, he enjoys staying active through sports & fitness, travelling, and seeking out great food wherever he goes. A self-proclaimed foodie, Lucas is always on the hunt for his next favorite restaurant or hidden culinary gem. He is passionate about continuous learning and contributing to the ongoing success of Sage Wealth and its clients.