Envision Private Wealth
Investment Advisor

JP Tantalo
CFP, RRC

JP Tantalo<small><br>CFP, RRC</small>
“To me, my clients are like an extension of my family so I will always work in their best interests and do whatever I can to improve their financial situations.”
1.365.500.2028
99 Wellington Street East, Aurora, Ontario, L4G 1H9

About JP

JP Graduated from the University of Western Ontario with a degree in commerce in 2004. He immediately started working with one of Canada’s largest financial planning firms, where he remained for 14 years. In 2007, JP attained his CFP and became a branch manager in 2008. In 2017, JP received his RRC designation. His passion for always learning and improving has crossed over to his practice as he is always excited to meet with clients and go over the details of their personal finances to put the best strategies in place. JP has received many awards and recognition over the years but is most proud of his accomplishments that show his dedication to full financial planning, showing great results across all aspects of personal finance. He was a leader in insurance, mortgage, investments, and creating detailed financial plans for his clients. He is currently working toward attaining his CIM designation.

JP currently lives in the suburbs of Toronto with his wife Melissa and two amazing children, Arianne and Adrian. His daughter is a competitive dancer and his son just started T-ball and gymnastics. When they are not running around with their kids, JP and Melissa love traveling, cooking, and spending time with family and friends.

“To me, my clients are like an extension of my family so I will always work in their best interests and do whatever I can to improve their financial situations.”

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