Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Romeo Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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About our team

Meet the team

Frank Romeo,

Frank Romeo,

Wealth Planner

Stuart Hinshelwood, CIM®

Stuart Hinshelwood, CIM®

Associate Portfolio Manager

Nick Cup, MBA, CFP®, CIM®

Nick Cup, MBA, CFP®, CIM®

Supervising Portfolio Manager

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • The Romeo Group prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we make sure each client feels valued and supported. Our client-first philosophy drives every decision, meaning our strategies are tailored to achieve meaningful outcomes and long-term financial success.

  • Honesty, transparency, and ethical practices are the foundations of The Romeo Group. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting our clients’ best interests at the forefront, we create trusted partnerships that inspire confidence.

  • At The Romeo Group, staying informed and knowledgeable is our top priority. Our team continually tracks industry trends in order to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, we make sure that every decision is well-informed. This commitment to education helps our clients pursue their financial goals with clarity and assurance.

Supporting our community

The Romeo Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our team’s belief in fostering a brighter future, and making sure that every child has access to quality education.

Advancing pediatric health is another priority for The Romeo Group. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.

Promoting cultural awareness and unity is a key for The Romeo Group. Through our support of the God Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.