Meet the Team

Vince Tarantino

MBA, CIM®, CFP®

Senior Wealth Advisor

Vince (Vincenzo) Tarantino is a Senior Wealth Advisor at Wellington-Altus Private Wealth and the founder the of Amalfi Wealth Management team.

He began his career in the financial services industry in 1998 and has since gained valuable experience and insight into Canadian retail banking, portfolio accounting, treasury, brokerage, financial planning, and wealth management. His experience spans over three major Canadian banks along with 10 years at a boutique investment firm where he oversaw the wealth of hundreds of physicians and their families.

Vince earned an MBA from the Rotman School of Business at the University of Toronto and received an honours degree and certificate in Management from York University. He also holds Chartered Investment Manager and Certified Financial Planner designations. Vince has a deep passion for promoting financial literacy and since 2009 has helped teach finance at the University of Toronto’s Rotman School of Management at both the undergraduate and MBA levels.

Vince has been asked to present at the Toronto Board of Trade on a number of financial topics and has also been a mentor to business owners at the World Trade Center/Toronto Board of Trade.

Outside of work, Vince enjoys spending time with family and friends. He has been fortunate to have helped coach his kids in soccer and chess. He has also managed and captained men’s and co-ed soccer teams for almost 25 years.

Michelle Tran

CFP®

Senior Wealth Advisor

Michelle has built and developed her professional career with over two decades in financial services. Much of that time has been spent working closely with Canadian physicians and their families. Knowledgeable and detail-oriented, she consistently delivers tailored planning solutions that have exceeded her clients’ expectations.

Michelle earned a Bachelor of Administration in Business from the University of Ottawa, holds a CERTIFIED FINANCIAL PLANNER designation, and is also working towards her Trust and Estate Practitioner designation.

Clients looking for a professional who can navigate this fast-paced industry need not look any further. Michelle guarantees breadth and depth when it comes to providing comprehensive advice you can trust.

Away from work, Michelle enjoys hiking, cooking, a good book, and volunteering when and where she can.

Jeff Leung

Senior Investment Advisor

Jeff is a Senior Investment Advisor at Wellington-Altus Private Wealth with over two decades of experience in the financial services industry. Jeff uses his experience to build a proven, rules-based approach to wealth management, customized to each individual client’s needs. This expertise allows him to provide his clients with valuable insight in all areas of financial management.

Jeff obtained his Bachelor of Arts from the University of Western Ontario and holds the PFP and IFIC designations. Jeff and his wife Alison have two children. In the winter, you may find Jeff at the rink coaching his daughter’s hockey team. In the summer, he may be hitting balls on the golf course with his son.

Naomi Ofir

BIB, CIM®

Senior Associate Investment Advisor

Naomi started her career in the financial services industry in 2005 at one of Canada’s largest non-bank lenders. She then worked for a leading multinational professional consulting firm before joining a boutique planning firm that dealt exclusively with serving the financial needs of physicians.

Naomi takes pride in delivering exceptional service to our clients. Naomi is insurance licensed and holds a Bachelor of International Business from Carleton University.

Outside her professional role, she enjoys spending time with her family, camping, hiking, and biking.

Mimi Chow

Investment Associate

Mimi has over 20 years of experience in financial services and brings a wealth of practical and diverse experience to the team. She started her career with Merrill Lynch and has worked for two of Canada’s largest bank institutions and two leading Canadian independent boutique brokerage firms.

During her years in the financial industry, she has gained a broad range of experience in back, middle and front office, where she assisted in launching a SMA platform and several fee projects. Mimi has extensive knowledge in the managed accounts space, which, coupled with her wealth of operational knowledge, allows her to provide exceptional customer service.

As part of her ongoing commitment to best practices and continuing education, Mimi has completed the Wealth Management Essentials & Advanced Investment Strategies courses and is registered as an advisor. Currently, she is working towards her portfolio manager designation. In her spare time, she enjoys reading, staying active and spending time with her son.