BEYOND INVESTMENT

Accessibility Policy

Highgate Group Inc. is committed to providing clients with the highest standard of service possible. This includes providing accessible service to all clients in a manner that respects the dignity and independence of people with disabilities and complying with the mandatory standards addressed in the Quebec Government Act to Secure Handicapped Persons in the Exercise of their Rights with a View to Achieving Social, School and Workplace Integration (2004).

 

In the event of a planned or unexpected disruption of services to clients with disabilities at any Highgate location, clients will be notified by posting the details (i) on our website at this tab, and (ii) at the location itself in a conspicuous place at the point of disruption, the main entrance and/or the nearest accessible entrance to the service disruption. The notification will include information about the reason for the disruption, its anticipated length of time, and a description of alternative facilities, if available, as well as contact information for our Accessibility Officer.

 

General Principles

Assistive Devices: Highgate staff are trained and familiar with various assistive devices that may be used by clients with disabilities while accessing our services. It should be noted that it is the responsibility of the person with a disability to ensure that his or her assistive device is always operated in a safe and controlled manner.

 

Service Animals: Highgate welcomes people with disabilities and their service animals. Service animals are allowed on the parts of our premises that are open to the public. It should be noted that it is the responsibility of the person with a disability to ensure that his or her service animal is always kept in control.

 

Support Persons: A person with a disability who is accompanied by a support person will be allowed to have that person accompany them on our premises. In situations where confidential or personal information might be discussed, consent will be obtained from the client, prior to any conversation taking place in the presence of the support person.

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M: (647) 497-8819 

E:   ahantoumakos@highgatefo.com

Alex Hantoumakos is the Chief Compliance Officer at Highgate Group Inc., where he leads the firm’s compliance program, ensuring alignment with regulatory requirements and promoting a strong culture of risk management and ethical business practices. With more than 15 years of experience in investment management, he has a deep understanding of regulatory risk, governance frameworks, and advising on business initiatives, augmented by a comprehensive technical skillset. Known for a collaborative, solutions-driven leadership style, he seamlessly integrates compliance with business operations to support efficiency and long-term sustainable growth.

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W: (514) 396-0306 

M: (514) 690-2037 

E:   mzaino@highgatefo.com

 

Marco is a builder and a true entrepreneur at heart. He loves working with families that have complex financial situations, taking on the challenge of adding value and finding the right solutions. He takes a client-centered comprehensive approach towards our client relationships by utilizing a proven investment model, advanced planning techniques and exceptional client experience. With a diverse background, Marco brings a unique perspective and practical experience to the relationship, allowing for creativity and results. He is committed to building deep relationships with the clients we serve, often becoming their primary advisor for all major financial decisions.

 

Marco spent the first half of his career in the banking sector with Laurentian Bank Securities and National Bank Financial, where he provided investment management advisory to private clients. That allowed him to gain a deep appreciation for the unique needs of high net worth families. After moving to an independent investment broker dealer, Marco later joined Dundee Goodman Private Wealth as a producing Branch Manager, where he worked with advisors to deliver a 360 approach to client management. Following the acquisition of Echelon Wealth Partners in 2016 and driven by the desire to better serve family wealth, Marco decided to focus on the ultra-high net worth segment through the Quebec Immigrant Investor Program. This led to the creation of the Highgate Group.

 

A graduate of the John Molson School of Business at Concordia University in Finance, Marco pursued his education by completing an MBA at Queen’s University and Level I and II of the CFA curriculum. He is also a Fellow of the Canadian Securities Institute. A family business owner himself, he founded a successful private healthcare and wellness business that now has multiple locations within the city of Montreal. Marco sits on the Board of the West Island College Foundation, giving back to a cause that helped shape him as an individual and business executive.

 

Marco is married with two children. He still remains quite active and is an avid soccer player, having played at the highest levels of competition during his youth.

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W: (514) 396-0302

M: (514) 892-2619  

E:  tdelbalso@highgatefo.com

 

Tony has been an Investment Advisor for over 30 years, having begun his career with Prudential Securities in 1981. Tony is accredited in the securities, derivatives, and life insurance fields. He has acquired a wealth of investment knowledge to assist his clients in achieving their financial goals, primarily portfolio management and preservation of capital.

 

With many years of experience in the field, Tony brings an unmatched level of expertise to every one of his clients. Together with his ability to build personal relationships, Tony is both an advisor that you trust and a good friend.

 

Tony lives in Montreal with his family and enjoys playing golf at his club, The Royal Montreal.

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W: (514) 396-0303

E:   adecourcyireland@highgatefo.com

Andrew has 40 years of experience in the investment industry. Andrew started working as an investment advisor with McLeod, Young, Weir (now owned by Bank of Nova Scotia). His strong financial academic and educational background include a BA in Economics from the University of Toronto and the Certified Investment Manager (CIM) designation and recognition as a Fellow of the Canadian Securities Institute (FCSI).

Andrew strives to provide the guidance, education, and expertise clients need to develop a protected and growing investment portfolio. He has a wealth of experience helping clients achieve growth of their investments, and meeting their financial goals. His services:

      Business owners

      Foreign Exchange

      Individual Pension Plans

Working with a minimum account size of $500,000 Andrew takes a comprehensive approach to portfolio management that includes:

      Risk management

      Asset allocation

      Tax efficiency

For the highest level of financial integrity and services contact Andrew.