Alton Mendes

Alton is a Senior Wealth Planner based in Toronto, dedicated to helping clients gain clarity and confidence in their financial futures. With a deep passion for understanding what truly matters to individuals and families, Alton works collaboratively to develop personalized strategies that foster peace of mind and long-term financial security.

He has a particular affinity for working with business owners and incorporated professionals, guiding them through complex areas such as succession planning, tax efficiency, and wealth transfer strategies.

Prior to his current role, Alton held advisory and wealth planning positions at three major financial institutions and an independent investment firm, serving high-net-worth and ultra-high-net-worth clients. This diverse experience gives him a strong grasp of complex financial landscapes and the ability to deliver strategic, client-centric advice.

Alton holds both the Certified Financial Planner (CFP®) and Personal Financial Planner (PFP®) designations, underscoring his expertise in comprehensive financial and wealth planning.

Outside of work, Alton enjoys spending time with his spouse, discovering new experiences together, golfing, reading finance and economics books, cheering on the New York Giants, and relaxing with his dog, Kygo.