Daniel De Dominicis, Investment Advisor,Toronto, ON

Phone

Office

Office Location

2 St. Clair Ave. E., 6th Floor Toronto, ON M4T 2T5. map

Your Needs

Financial solutions tailored to your evolving needs

Growing your wealth. Protecting what matters. Maximizing tax saving opportunities. Leaving a legacy for the next generation.

These are the goals of many high net worth investors. While you likely know what you want to achieve, you may not have the professional knowledge or experience to get there.

The good news is, my team and I can help.

We regularly help affluent investors who find themselves in transition: getting ready to retire, selling a business, going through a divorce, mourning the loss of a loved one, building a net-worth and planning to pass on wealth, tax efficiently, to the next generation. No matter your phase of life, we can help articulate your financial goals and devise a strategic plan for reaching them. You can turn to us for all of your wealth management needs.

Our Mission
Our mission is to be the trusted advisor of choice for affluent Canadians and their families; developing a robust plan for the future to counter adversity and the uncertainties life brings.

Our Process
We pride ourselves on understanding you and your priorities.
By investing the time to discover what matters most to you and your family – and uncovering your financial blind spots – we can develop strategies to improve decision making and a wealth management plan that is tailored to your unique needs.

A disciplined approach

Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.

Putting your interests first
As Portfolio Managers, we have have a duty to always act in your best interest with unbiased objectivity.

In addition, our team is committed to service excellence, transparency and effective cost control. We are available and responsive; clients regularly turn to us to for straightforward, direct and thoughtful answers to their questions and concerns. In short, we are their go-to resource for every critical financial decision they make – from applying for a mortgage, to buying a new car, to planning for retirement.

Offering comprehensive strategies
We have access to a broad range of resources and specialists, and can leverage their expertise, when appropriate, to help you meet your evolving needs through goals-based planning.

Certificates

B. Econ

CIM®

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Benefits of Discretionary Investing

With Daniel, you have the opportunity to benefit from discretionary portfolio management:

Convenience

You no longer have to make daily investment decisions – you can entrust them to our team. We can manage your money for you, not just with you.

Transparency

One transparent, asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.

Security

Sudden opportunities and risks can be addressed swiftly without waiting for your approval.

Our Solutions

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

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Investment Planning
Retirement Planning
Transfer of Wealth

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.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

What We Do

What to expect when working with us

Seamless Onboarding

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

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

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

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.

Let's Connect

Our Clients

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.

Healthcare Practitioners

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Asian Segment

Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.

Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.