Albert Simonetta

Albert Simonetta

Senior Portfolio Manager

Senior Investment Advisor

CIWM

CFP®

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(905) 501-1918

Office Location

2020 Winston Park Drive Suite 301 Oakville, ON L6H 6X7. map

See Additional Office Locations

Having served with TD Bank Group clients since 1986, Albert draws on his extensive knowledge of the financial services industry in providing clients with solutions.  His experience gained from roles in financial planning, management and financial advisory positions provides the framework for his leading role in the construction, implementation of wealth strategies and ongoing servicing of the team’s relationships.  Albert works closely with the other members of the team to help ensure that each client’s individual wealth management needs are met.   

Albert holds a Specialized Honours Degree in Economics & Business from York University.  His commitment to continued advancement has led to extensive industry related education as evidenced by him also holding the Certified Financial Planner CFP, Canadian Investment Manager CIM, the Fellowship of the Canadian Securities Institute FCSI ® and the Chartered Professional Strategic Wealth Advisor Ch.P designations.  Along with the above accreditation, he is also a life insurance advisor with TD Wealth Insurance Services.    

Albert lives in the Greater Toronto Area with his wife and two children.  In addition to spending time with his family he remains active by coaching and playing hockey.

Certificates

CIWM

CFP®

CIM®

GS Wealth Management Logo

Honest Straightforward Advice

Meet the GS Wealth Management Team