Tony Migliarese
Branch Manager, Portfolio Manager
Tony was born in Trail, B.C., and moved to Calgary as a young child, where he has lived ever since. In his twenties, Tony met and married his wife, Traci. Together, they enjoyed traveling the world extensively before welcoming their twin daughters in 2009.
For over 32 years in the financial services industry, Tony has provided his clients with high-quality investment advice and service. He utilizes various investment strategies tailored to each client’s individual wants, needs, and objectives. Tony’s mission is plain and simple: help clients protect and grow their wealth while achieving their financial goals through a disciplined, time-proven, and risk-appropriate approach to wealth management. Additionally, Tony has helped numerous start-ups and later-stage companies secure initial and mezzanine financings.
Tony’s credentials set him well apart from most investment professionals. He has earned his Options and Derivative Supervisor designation, and in 2015, he earned his Portfolio Manager designation, which allows him to manage discretionary investment portfolios—a significant benefit for his busy clients. As a licensed Registered Representative in the USA, Tony also provides investment advisory services to US-resident clients through the firm’s affiliate, Haywood Securities (USA) Inc.
Since joining Haywood in 2003, Tony has managed his private client practice while also serving as the Branch Manager of the Haywood Securities Calgary office. He is very active in the local community and an avid supporter of local charities. His annual charity golf tournament has successfully raised over $500,000 for the Alberta Children’s Hospital Foundation.
Whenever Tony can squeeze some free time into his busy schedule, he and his family enjoy spending time in and around Calgary and at their vacation cottage in Invermere.
Contact Tony:
Phone: (403) 509-1968
Email: tmigliarese@haywood.com
Allison Rivas
Investment Advisor CFP
Allison joined Haywood in 2003 and has over 19 years of financial management experience. Allison works as an Investment Associate with Tony Migliarese and assists in all areas of the business. Allison implements investment strategies, assists with portfolio management and communicates with clients on all matters of their financial affairs. Allison also maintains her Certified Financial Planner Designation and uses this to help clients with developing a financial plan.
Trained as a paralegal, she switched industries in 1998, first working in Investment Banking and later becoming a fully licensed Investment Advisor. She has completed the Canadian Securities Course, Conduct & Practices Course, Professional Financial Planning I & II, as well as Derivative and Option Fundamentals course. Allison is also licensed as an Assistant Representative to serve US clients through our affiliate Haywood USA Inc.
Contact Allison: (403) 509-1944 | arivas@haywood.com
Racquelle L'Heureux
Sales Assistant
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With five previous years of financial industry experience, Racquelle joined the Haywood Calgary branch in 2019. As a registered sales assistant, she works closely with Tony Migliarese, Investment Advisor & Branch Manager, in supporting the investment needs of Tony’s Canadian and international clients. Racquelle has completed the Canadian Securities Course, the Conduct and Practices Course, and the Investment Advisors Training Program.
Originally from Moose Jaw, Saskatchewan, Racquelle began her career in real estate, while concurrently pursuing opportunities in the arts. These experiences piqued Racquelle’s interest in the diversity of the investing community, prompting her to join the Haywood team upon her relocation to Calgary, with her husband and two daughters. Since then, she has performed an essential role in providing high quality client account support services for a rewarding client experience.
Contact Racquelle: (403) 509-1807 | rlheureux@haywood.com