You Envision Your Future, We Help you get there.

About Our Team

The team at Envision Private Wealth is fueled by a deep desire to positively impact as many people as possible and armed with their proven methods and concepts to create a paradigm shift.

This paradigm shift is crucial for the average Canadian to transform beyond Rich and into Wealthy. JP, Derrick, Reinaldo and their team understand this and work closely with clients to ensure their understanding, outline their options and guide them through the process. The team approach means that Envision Private Wealth has experts in every financial discipline. Their systematic and scientific approach to those financial disciplines ensures your success.

Below you can meet the members behind Envision Private Wealth and the driving forces that continually elevate our clientele.  

who we are

Meet The Team

JP Tantalo<small><br>CFP, RRC</small>

JP Tantalo
CFP, RRC

Investment Advisor
Derrick Fernandez<small><br> CFP, RRC</small>

Derrick Fernandez
CFP, RRC

Investment Advisor
Reinaldo Correia<small><br> CFP, CPCA, RRC</small>

Reinaldo Correia
CFP, CPCA, RRC

Investment Advisor
Ian Goodman<small><br> CFA</small>

Ian Goodman
CFA

Portfolio Manager
Americo Lippa

Americo Lippa

Investment Advisor
Lori Correia

Lori Correia

Executive Assistant to Reinaldo Correia

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