Gerson D'Souza
Portfolio Manager
Senior Investment Advisor
CIM®
Phone
Office Location
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With more than a decade of experience helping his clients navigate their financial lives, Gerson D'souza has determined himself as a trusted advisor to the families he serves. Working with TD Specialists, he and his team provide comprehensive advice on tax-efficient investments, estate planning, and retirement planning.
Our team approach helps us to deliver our collective experience to our clients every day. Please contact us to find out more about how we help our clients reach their goals.
Phone
Fax
(416) 512-6224
Certificates
CIM®
Our Services
Proactive contact
Tax-efficient investment strategies
Estate planning
Retirement planning
Private Banking
Integrated Wealth Services
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:
What We Do
Behavioural Finance
We are taking understanding your needs, to the next level. By uncovering what drives your investing decisions, we can better avoid actions that may be sabotaging your investments.
Implementing Tax Efficient Strategies
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Leaving a Legacy
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning strategy and trusts to gifting and philanthropy. Our Goal? To help you optimize the transfer of your wealth.
Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. TDAM has created this guide to help outline some tax planning information.