Headsail Wealth Management is an independent, client focused investment advisory company that is committed to delivering highly professional, unbiased financial advice to an exclusive group of investors. The client experience is personalized, highly confidential and expressly designed to meet your specific goals and needs. Investments are chosen selectively using a proven, research intensive process that is results driven, while also preserving your hard earned wealth.
Client Focused Service Model
Headsail delivers a high level of personalized service to a select group of clients. Following several consultations between the portfolio manager and client, a detailed financial plan and an asset allocation strategy is developed and customized to meet the client’s specific objectives. The portfolio manager then builds a segregated, unique investment portfolio comprised of individual, high quality fixed income and equity securities. All fees are completely transparent, competitive, and never include additional performance fees. This comprehensive, client focused service model targets superior after-tax, after-fee returns.
Access to a Professional Portfolio Manager
Headsail is owned and operated by Joe Mastrolonardo, a professional portfolio manager who personally oversees every client’s investment portfolio. Joe has obtained his Chartered Financial Analyst (CFA) designation, the most prestigious globally recognized accreditation in the investment industry. Additionally, he has over twenty years of experience managing Canadian and foreign equities, along with balanced and income portfolios, as a successful portfolio manager with major Canadian investment organizations. As a CFA and long-time professional in the field, Joe has extensive expertise and a determined commitment to serve his clients under the highest standard of practice in the industry. 
