Our Team
John McCabe CFP
Angelo Bucciarelli CFP
Angelo Bucciarelli CFP
Managing Partner
A former executive with Canada Life, John is an experienced and educated Certified Financial Planner that works with his clients to Build & Protect their Wealth. John was raised in London, Ontario starting in Financial Services in 1991. John and his family returned to London in 2017 to complete his 30+ year career with Canada Life before joining AB Wealth & Estate Planning.
Angelo Bucciarelli CFP
Angelo Bucciarelli CFP
Angelo Bucciarelli CFP
Founder
Angelo brought a diverse background to his financial planning career. As he expanded the business, he rebranded as AB Wealth and Estate planning. As a Certified Financial Planner, Angelo puts the needs of his clients first and is committed to the importance of having detailed financial plans. In his free time, he enjoys travelling and photography.
Charlie McCabe CFP
Angelo Bucciarelli CFP
Charlie McCabe CFP
Wealth Management Consultant
As a Certified Financial Planner, Charlie creates comprehensive plans covering all areas of investment, estate and tax planning. Interested in investing from a very young age, portfolio management has always been his strong suit. Using this passion, he devotes a large portion of his work to wealth management.
Katie Marion
Angelo Bucciarelli CFP
Charlie McCabe CFP
Director Client Service
Katie is responsible for our overall client experience. She supports the team in their interactions with clients. She also supports our clients and staff with all of their administrative needs.
Brian Peski
Natalie (Intern)
Natalie (Intern)
Technology Consultant
As the founder and president of Blueprint CRM, Brian has developed a unique client management system that is growing in popularity amongst advisors across Canada. "Advora" enables all of us at AB Wealth and Estate planning to provide our clients with an exceptional experience.
Natalie (Intern)
Natalie (Intern)
Natalie (Intern)
Client Management
Currently studying Political Science and Business Law at the University of Central Oklahoma and a member of the UCO rowing team. Natalie is responsible for our website, and ongoing market update videos.
Garrett (Intern)
Natalie (Intern)
Garrett (Intern)
Financial Planning Support
Currently studying Business Finance at Potsdam University in New York, and a member of the Bears hockey team. He joins us every summer to help support the development and implementation of individuals financial plans.