The Wealthable Team
Dino Caruso
Managing Partner, CEO, AdvisorDino is a lifelong successful entrepreneur, business professional and investor. For over 25 years, he has successfully owned and operated technology, financial services, real estate & related businesses. He has built a portfolio of various wealth creation tools & methods. Early on, he quickly realized that long term business success begins with having a deep understanding of the overall financial health of his client’s and their businesses. Dino passionately believes that this can only be accomplished using strong Accounting Processes and Systems.
For many small business owners, the world of Accounting, Technology, Finance and Investing can be daunting. Dino believes in a simple and pragmatic approach that clients can understand and feel comfortable with. He purposely surrounds & aligns himself with a team of professionals that always put clients first.
For over 50 years, Dino has made Burlington his home. He spends his personal time with his wife Kerri and their 2 children Julia and Gabriel.
E: Dino.caruso@wealthable.ca
Corey Ferrier
CFP, CIM
Partner, Certified Financial PlannerCorey Ferrier is a Partner of Weathable as well as a Certified Financial Planner & Chartered Investment Manager (CIM). Based in the GTA, he is primarily responsible for supporting the firm's strategic initiatives and providing guidance for advisors and staff working with Wealthable.
He is a Certified Financial Planner (CFP) with 10 years of experience in the financial sector working with clients and advisors. Through the years, Corey has learned that his passion lies in working with a team towards a common goal. This includes developing many growing segments of Wealthable’s business, working with advisors and staff to help them improve their service offering. He has a passion for teamwork, is an early adopter of technology and is enjoying being part of a rapidly growing business in a dynamic industry sector.
Corey was born and raised in the Greater Toronto Area and grew up with a strong sense of family and community. He is family-focused, with a lovely wife with two young children.
E: Corey@wealthable.ca
Anthony Chiaravalloti
VP, Business Development & Client CareAnthony Chiaravalloti has been working with small business owners and professionals for over 10 years. He started his financial planning career with one of the Big 5 Canadian banks, afterwards moving to a major Financial Planning Firm as a planner.
E: Anthony@wealthable.ca
January Ferrier
VP, Operations & AdvisorWealthable would like to welcome January Ferrier who will be our newest VP of Operations and Advisor starting this year. We are excited for her to join the team. January is Corey’s lovely wife and mother of 2 boys, and is extremely passionate, organized and hardworking.
We know she is going to be a valuable asset to our company and can’t wait to see what she will accomplish at Wealthable.
E: January@wealthable.ca