About
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Casasanta Financial Solutions Inc.
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Languages spoken: English
Phone: (807) 346-1610
Email: tony.casasanta@sunlife.com
Address: 440 Balmoral St, Suite 1,, Thunder Bay, ON, P7C 5G8 Canada
Tony Casasanta
I began my career in financial services in 2009 with a passion for helping individuals, families, and business owners make informed decisions about their financial future. My goal has always been to change the way people think about financial guidance by demonstrating how today's decisions can help create long-term financial security and peace of mind.
In 2019, I founded Casasanta Financial Solutions Inc., expanding my ability to provide comprehensive wealth modeling & management, retirement planning, insurance and estate solutions to Clients throughout Thunder Bay and Northwestern Ontario. This growth allowed me to offer more personalized guidance and tailored strategies designed to help Clients achieve their unique financial goals.
I am committed to helping individuals, families, and business owners protect what they have worked hard to build. Through customized financial strategies, life insurance, risk management, and estate planning solutions, I help Clients create a clear path toward preserving their wealth and transferring assets efficiently to future generations. My focus is on building long-term relationships and providing honest, trusted advice that helps Clients feel confident about their financial future.
Outside of work, my family is my greatest priority, and I value every opportunity to spend time with them. I also enjoy music, fishing, travelling and dedicated to animal advocacy which allow me to recharge and connect with new experiences.
Job Title: Advisor, Sun Life | President, Casasanta Financial Solutions Inc.
Phone: 807-346-1610
Email: tony.casasanta@sunlife.com
Address: Thunder Bay, ON
Tanner Casasanta
I am an Associate Advisor with Casasanta Financial Solutions. I have a passion for helping people feel confident and secure in their financial future. I’ve developed the knowledge and experience to help Clients navigate their finances, make informed decisions, and create strategies that are tailored to their goals and needs. I believe advice should be clear, personalized, and built around what matters most to each Client.
I have been with Casasanta Financial Solutions for 5+ years, during which I’ve had the privilege of working with individuals and families to help them build, protect, and grow their wealth with confidence.
Outside of work, I enjoy staying active through running, fitness, golf, and spending time outdoors. I value hard work, continuous learning, and building genuine relationships with the people I work with.
Justin Paul
As an operations assistant for Casasanta Financial Solutions, I am passionate about supporting our team in effectively and efficiently helping families, and business owners build confidence in their financial future.
I completed my Masters Diploma from Lakehead University in Science of Business Management.
Born and raised in Northwestern Ontario I understand the values that matter most to the people and families in our community.
When I'm not working with Clients and our team, I enjoy spending time with family and friends at the lake, on the golf course or playing hockey. I have always valued being active and taking advantage of everything Northwestern Ontario has to offer.
Job Title: Advisor Assistant | Operations Assistant for Casasanta Financial Solutions
MSc
Email: Justin.Paul@sunlife.com
Address: Thunder Bay, ON
Lori Casasanta
I’m proud to be part of Team Casasanta at Casasanta Financial Solutions, where I work as an administrative assistant supporting Clients and team with care, organization and workplace protection. I always look forward to meeting new people and hoping we can make them become family.
I believe that great service is about more than just getting the job done—it’s about making people feel valued, supported, and confident that they’re in good hands. I enjoy being someone our Clients and team can count on and take pride in helping keep things running smoothly behind the scenes.
Outside of work, I enjoy spending time with my family and friends, travelling, music or just getting out for a walk or hike.
Job Title: Advisor Assistant, Sun Life | Administrative Assistant for Casasanta Financial Solutions
Email: lori.casasanta@sunlife.com
Address: Thunder Bay, ON
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