John Fortino
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I am a personal guide through all the financial aspects of a client’s life. I determine where they are now, where they want to go, and what the most effective way is to get there. I do this by taking the time to understand what a client values most.
As an Investment Advisor at TD Wealth Private Investment Advice, I can collaborate with TD specialists to address the following wealth considerations: Retirement Needs, Investment Recommendations and Strategies, Family Education Needs, Security for your Family, Estate Planning, Protecting your Assets, Tax Management, Business Succession Planning, Banking and Credit Management, and Charitable Giving.
I am in my 15th year with TD Bank Group. I have an Honours BBA from Brock University with a Concentration in General Management. I have been accredited with the CERTIFIED FINANCIAL PLANNER certification by FP Canada.
Certificates
BBA (Hons)
CFP®
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
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.
Nick & Justina – Business owners teaming up with TD Wealth
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
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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