Arash Jalali, Investment Advisor,Markham, ON

Phone

Office

Mobile

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8. map

Arash's depth of experience helps him provide clients with wealth managements strategies that uniquely fit their financial situation.

As an Investment Advisor with over 11 years of experience I bring a unique perspective and strong work ethic to my clients here at TD Wealth Private Investment Advice. My mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of my business. I will bring the sum total of my knowledge, gained over more than a decade of working with hundreds of individuals, families and businesses, while delivering proactive and personal advice. Together, we will ensure that the key decisions are made to keep your portfolio consistently aligned to your goals.

Certificates

B. Eng

MBA

CFP®

Languages

English

Farsi

Education

MBA in Finance, Rotman School of Management, Class of 2016 ; B.S. Computer Engineering(Hardware), Shahid Beheshti University, Tehran, Iran , Class of 2000

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

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Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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Research and Insights From The Wealth Investment Office

Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.

WIO: Portfolio Strategy Quarterly | Q1 2024

"The Great Wide Open"
Portfolio Strategy Quarterly
Q1 2024

WIO: Quarterly Market Review | Q1

Everything you need to know about the quarter that was on April 4, 2024. Read more here.

WIO: Monthly Perspectives

One of the highlights of this year’s conference was our sit-down interview with Christopher James, Chief Operating Officer of
Blackstone Tactical Opportunities and Chairperson of Blackstone Private Equity Strategies (BXPE), one of the largest private asset
managers in the world.

Your Unique Goals

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.