John Taddeo
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Office Location
As an Investment Advisor and Portfolio Manager at TD Wealth, I have been providing comprehensive wealth management advice and solutions to individuals, corporations and small business owners for over 25 years. I am committed to providing exceptional service to each of my clients and tailored investment strategies. I work with my clients to create customized and personalized wealth and retirement plans to build and protect their financial futures.
The cornerstone of my business is one on one relationships with each client, based on trust, communication and a detailed understanding of their needs. By working in partnership with a team of experts within TD Bank Financial Group, I address the full scope of investment, wealth and retirement needs including wealth protection, insurance solutions and estate planning.
The experts I may work with to satisfy your needs include:
- Private Bankers – specialized banking and lending needs
- Private Trust Officers – expert testamentary & inter-vivos trust solutions
- Estate Planning Advisors – innovative income & wealth preservation strategies
- Other TD Bank Financial Group businesses – including Corporate, Commercial and Small Business Banking
At the TD Wealth Private Investment Advice Office at 79 Wellington Street West (10th floor) in Toronto we offer a full range of integrated wealth management services. I would be pleased to introduce you to a member of our team most suited to your needs.
Please feel free to contact me today.
Phone
Fax
(416) 307-6680
Certificates
CIM®
Your Unique Goals
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.
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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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Money Talk
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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
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Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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