Whether you’re starting off in business for the first time, or you have a thriving successful business, The Corporate Solutions Team is going to be there for you every step of the way.
John R. Di Cesare started The Corporate Solutions Team focusing on the business owner market. One of the key things we do differently is we look at the business owner both from their corporate perspective and from their individual needs perspective. Their personal goals and their corporate goals are intertwined, so when we’re developing a financial plan we look at both aspects of their needs and develop a product recommendation that’s based on both.
We pride ourselves on building a long term relationship with our clients. Without maintaining that relationship, our business wouldn’t continue to thrive.
The Corporate Solutions Team will deliver results based on what you want to achieve. Whether it’s your corporate needs, your individual needs, or a combination of the two, The Corporate Solutions Team has the know-how, the experience, and the process to ensure that you achieve your goals.
John R. Di Cesare
Jordan Waldman, CFP, CHS
Bryan Scott, B.Comm, CFP, CLU, CHS, CEA
Bryan is a strong believer in education and professional development. He has attained the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations.
Since he began his career, Bryan has been a member of Advocis, The Financial Advisors Association of Canada. As of 2015, Bryan has been a qualifying member of the Million Dollar Round Table (MDRT), an organization dedicated to the professional development of financial advisors around the world.
Bryan works diligently with his clients in all aspects of financial planning. He is an advocate of always doing what is in the best interest of his clients, hence his mission statement: “Excellence Through Integrity”.
In Bryan’s time away from the office, he enjoys spending time with his wife, Krista, and their dog, Lennox. Bryan is also passionate about sports and fitness, especially hockey, golf and CrossFit.
Tracy A. Di Cesare
Partner, Client Services & Marketing
Executive Administration Associate
Nadine joined The Corporate Solutions Team in September 2019, as an Executive Administration Associate. Nadine has 19 years of experience working with life insurance and investments and works closely with Jordan Waldman and Bryan Scott to provide the best service to you.