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At Del Greco Wealth Management, we believe that an open and ongoing dialogue is key to the success of every relationship. Before we propose any solution or make any recommendation, we will hold in-depth discussions with you and, if you wish, your family members and your other professional advisors.
At the beginning of our relationship, these discussions allow us to gain a thorough understanding of not just your immediate financial goals, but also the long-term aspirations that you and your family share. In addition, our conversations are an opportunity for you to learn about how we work and what you can expect from us.
Investment strategies that guard your assets from economic, political and investment risk must be combined with an approach that considers the possibility of unexpected health issues, the impact of tax, the future of your business, your transition to retirement, and your family’s legacy.
Del Greco Wealth Management have developed a proven wealth management process designed to simplify the complex set of decisions with delivery of relevant, pro-active investment advice that you face when developing a comprehensive wealth management strategy.
At Del Greco Wealth Management, we are committed to providing trusted advice you can rely on.
“We want you to have the most thorough counseling throughout the entire process to provide the most effective solutions, to preserve your capital and to achieve your financial goals.“
~Kathryn Del Greco, Vice President and Investment Advisor ~
Please click on the links below for some great articles and videos that Kathryn has done with various media outlets!!
Yahoo Finance: Everything You Ever Wondered About Short Selling Stocks
Carrick Talks Money: How and When Should I Move Taxable Investments Into An RRSP Or TFSA?
Rob Carrick: Can I Hold Real Estate In An RRSP?
BNN: TFSA or RRSP? How to Choose
Global TV - News at Noon
BNN: Benefiting From Your TFSA
BNN: Money Pitfalls of Artists, Actors and Athletes
Globe & Mail
Globe & Mail Video - Investors are too quick to push the "sell" button
Watch this on The Globe and Mail http://fw.to/WZr4tGe
Globe & Mail
Live discussion with Globe & Mail
Fax: (416) 308-6958
Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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