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 Athleteshttp://www.bnn.ca/Shows/Money-Talk.aspx?vid=603493Globe & Mailhttp://www.theglobeandmail.com/globe-investor/a-look-inside-the-rrsp-portfolios-of-the-pros/article22782270/ Globe & Mail Video - Investors are too quick to push the "sell" buttonWatch this on The Globe and Mail http://fw.to/WZr4tGe Globe & Mailhttp://www.theglobeandmail.com/globe-investor/when-is-the-right-time-to-sell-an-investment/article23119343/
Live discussion with Globe & Mail
Kathryn has been providing comprehensive wealth management advice to families since 1987. She uses her extensive wealth and investment management expertise to create customized solutions for the families and individuals that she works with.
Kathryn is committed to providing superior customer service and the delivery of relevant, pro-active investment advice. She has completed the Canadian Securities Institute’s most prestigious investment program and attained the designation of Certified International Wealth Manager, this designation is an elite industry standard that ensures designation holders have the advanced wealth management skills necessary to advise high-net-worth clients about their complex financial life. This accreditation allows her to employ a holistic approach regarding your unique financial situation which encompasses not only your investments, but also estate planning needs, tax minimization strategies as well as philanthropic goals and other wealth considerations.
In addition she has been recognized with distinction of Fellow of the Canadian Securities Institute(FCSI). The FCSI designation is based on the fundamental ethical principles of trust, integrity, justice, fairness and honesty and is reserved for financial professionals like Kathryn, who have met the most exact standards for ethical behaviour, high degree of professionalism, continuing education as well as endorsements from peers and superiors.
Since 2003, Kathryn has been entrusted with the role of media spokesperson for TD Wealth Private Investment Advice and is a frequent guest on BNN, CP 24/City TV, Global News as well as CTV's Canada AM and NewsNet. Clips of recent appearances can be accessed by clicking on the "Multimedia" tab. She is also often quoted in various newspapers such as the Globe & Mail and the Financial Post as well as many publications across Canada; these can be accessed through the "Market Commentary" tab.
Outside of the office Kathryn is deeply committed to helping her community through chairing fundraising events for the Canadian Breast Cancer Foundation. Her enjoyment of golfing and skiing, and recent inclusion of cycling, keeps her mind sharp and refreshed.