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ABOUT OUR FIRM
We’re more than wealth planners - we’re problem solvers and partners in your journey to lasting financial success. We handle situations such as retirement, financing your future, purchasing property, or emergency planning. Our approach is built on 30 years of highly accredited expertise and innovative strategies that deliver lifelong results.
Expert Financial Advisors Committed to Your Success
Big dreams require smart planning.
OUR MISSION
We simplify financial complexities, finding personalised solutions that drive growth, freedom, and lasting wealth.
OUR VISION
Making strategic financial planning accessible, because everyone deserves lifelong wealth.
Our Services
Expert Guidance for Life’s Biggest Decisions
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MEET THE FOUNDER
John Baldassarra
John is the go-to financial support for clients navigating complex financial decisions. With over 20 years of experience in the mortgage and financial services industry, he brings trusted guidance and personalized solutions to every client. As an MBA graduate, his professional advice is backed by extensive credentials and a strategic approach.
John’s expertise spans investments, financial networks, acquisitions, and business operations, enabling him to simplify processes, optimize outcomes, and support long-term financial goals. He provides tailored guidance on taxes, portfolios, mortgage financing, and trusts/pensions, ensuring clients receive the expertise they deserve.
His commitment to best practices is further reflected in his professional affiliations, including Mortgage Professionals Canada, the Canadian Mortgage Brokers Association, Advocis (Financial Advisors Association of Canada), and the Society of Trust and Estate Practitioners (STEP).
Ontario FSRA License Number M08000606
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DONNA DE LUCA
Mortgage Agent Level 2
With over a decade in real estate and two years as a licensed mortgage agent, Donna De Luca is committed to guiding clients through one of life’s biggest financial milestones with ease and confidence. Her passion for helping others extends beyond finding the right home - she ensures clients are equipped with the right financial solutions to support their goals. Known for her integrity, warmth, and client-first approach, Donna combines deep industry knowledge with a personal touch, offering a seamless experience from start to finish. Whether you're buying, selling, or refinancing, she’s here to help you make informed, empowered decisions.
Ontario FSRA License Number M23005588
Tel: 905-736-6500
Cel: 416-722-1832
Email: donna@baldassarra.financial
NISAR BUTT
Mortgage Agent Level 2
With over three decades of experience spanning financial management, real estate, marketing, business strategy, and not-for-profit, Nisar Butt is a seasoned leader. As a Licensed Mortgage Agent Level 2, he specializes in residential and commercial financing across prime, sub-prime, and private sectors. Nisar holds an MBA from Lansbridge University, a Bachelor of Science degree, and a diploma in Computer Programming & Operations. In addition to his professional pursuits, he has served on the boards of multiple non-profit organizations for over ten years, demonstrating a strong commitment to community service.
Ontario FSRA License Number M22002863
Cel: 647-741-4335
Email: nisar@baldassarra.financial
Daniela Nestico
Mortgage Agent Level 1
Daniela is a dedicated professional with over 28 years of experience in the financial services industry. She spent 15 years in banking, where she helped increase productivity by addressing client inquiries, resolving issues, and integrating operations support - developing strong leadership
and client relationship skills along the way.
For the past 13 years, she has worked in the insurance industry and has completed both CAIB 1 and 2 designations. Daniela recently expanded
her expertise by earning her Mortgage Agent Level1 licence, reflecting her commitment to continuous growth and excellence in the financial sector.
She is also actively involved in her community, supporting events such as the Peel Chief of Police Golf Invitational.
Ontario FSRA License Number M25001077
Cel: 647-864-9586
sHAUN E. ASHLEY
Mortgage Agent Level 1
With over 25 years of experience in the retail banking industry, including time with one of Canada’s Big Five banks, Shaun has built a trusted reputation for providing sound financial advice to Canadian families. His expertise spans day-to-day banking, personalized financial planning, and long-term wealth strategies. Shaun has guided clients through education savings, retirement income planning, and pension benefit arrangements. He also supports first-time homebuyers and homeowners looking to refinance for renovations or debt consolidation. As a licensed Mortgage and Life Insurance Agent, Shaun offers a full suite of financial solutions for both personal and business needs—including term, whole life, and universal life insurance, as well as disability, critical illness, group health, and long-term care coverage.
Ontario FSRA License Number M25000944
Cel: 647-920-3380
Email: shaun@baldassarra.financial
Marissa MONROSE
Mortgage Agent Level 1
With over a decade of experience in commercial real estate accounting at boutique real estate investment companies in the GTA, she prides herself on creating operation efficiencies for managing retail, office, and multi-family residential properties. With her experience as a licensed mortgage agent, Marissa is committed to helping clients finance lucrative assets for their business. She has a strong understanding of financial statements, taxes, leasing and property management. Marissa holds a BCom from the University of Toronto with a specialist in Accounting and a major in Economics.
Ontario FSRA License Number M24002648
Cel: 647-822-1772
COMPANY BACKGROUND
Who We Are
Baldassarra Financial Group was founded in 2022 to offer clients expert financial guidance and tailored mortgage solutions. With over 20 years of experience, John Baldassarra has built a reputation for simplifying complex decisions and delivering measurable results. The firm is committed to helping clients achieve long-term financial security through strategic, personalized solutions.
What Sets Us Apart
We focus on understanding each client’s unique needs, ensuring that every strategy is aligned with their long-term goals. Our commitment to transparency, integrity, and efficiency shapes our approach, guaranteeing clients receive clear, actionable advice at every step. We combine industry-leading expertise with a personalized touch to create lasting value and trusted partnerships.
CREDENTIALS
Certified expert in financial planning and mortgages.
