Tony Migliarese 

Branch Manager, Portfolio Manager

Tony was born in Trail, B.C. When he was a young child, his family subsequently moved to Calgary where he has lived ever since.   When in his twenties, Tony met and married his wife, Traci.  Not only did Tony enjoy building his investment practice, he and Traci also enjoyed travelling the world, which they did extensively before being blessed with the birth of their twin daughters in 2009!  

For over 32 years in the financial services industry, Tony has provided his clients quality investment advise and service through various investment strategies, all tailored to each client’s individual wants, needs, and objectives. 
Tony’s mission is plain and simple. Help all his clients protect & grow their wealth and achieve their financial goals through his disciplined, time proven and risk-appropriate approach to navigating the financial maze.   Additionally, Tony has helped numerous start-ups and later-stage companies with initial and mezzanine financings.  

Tony’s credentials set him well apart from most investment professionals.  Not only has he earned his Canadian Investment Manager Certification and his Options and Derivative Supervisor designation, he is a Fellow of the Canadian Securities Institute.  In 2015, Tony earned his Portfolio Manager Designation, which allows him to manage discretionary investment portfolios (a prodigious additional benefit for his busy clients). As a licensed Registered Representative in the USA, Tony provides investment advisory services to US-resident clients through the firm’s affiliate, Haywood Securities (USA) Inc.  

Since joining Haywood in 2003 - in addition to assisting his private clients - he has been the Branch Manager of the Haywood Securities Calgary office. Tony is very active in the local community and an avid supportive of local charities.  His Annual Golf Tournament for Charity has successfully raised over $500,000 for the Alberta Children’s Hospital Foundation.

Whenever Tony can squeeze some free time into his busy time, he and his family enjoy spending that time in and around Calgary and at their vacation cottage in Invermere.

Contact Tony: (403) 509-1968  | 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                                                                                        

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