Mario Barbaro
Senior Portfolio Manager
Senior Investment Advisor
CIM®
CFP®
FCSI®
Working together to help you achieve what truly matters to you
Phone
Office Location
Mario Barbaro values building client relationships based on trust and integrity by striving to provide focused attention to your wealth considerations. Since joining TD Wealth Private Investment Advice in 2005, Mario has worked with families, professionals, and entrepreneurs toward identifying and achieving their financial goals. He takes a team approach to serving his clients, working with other TD Specialists in the areas of trust and estate planning, banking and credit management, insurance, and business succession planning.
Having obtained the Certified Financial Planner (CFP®) and a Chartered Investment Manager (CIM®) designations, Mario can deliver a comprehensive range of Investment & Retirement planning strategies tailored to your unique needs. Mario is also a Life Insurance Advisor with TD Wealth Insurance Services and holds the Fellow of Canadian Securities Institute (FCSI®) designation.
Phone
Fax
(416) 307-6680
Certificates
CIM®
CFP®
FCSI®
Languages
English
We are a team dedicated to helping you achieve your wealth management and financial needs by providing an individually tailored investment approach, seamlessly integrated into your lifestyle. With our "client first" philosophy, our approach is Simple, Cohesive and Professional.
Risk Priority Management
- Innovate and look forward
- Invest like an owner
- Embrace human behaviour
- Mitigate outside and inside risks
- Pursue real returns
- Expect value
- Provide for lifetimes over market cycles
How we help you succeed
Our Investment Philosophy...
Our mandate is to help you preserve and grow your wealth through our tailored investment solutions. Our portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us ensure strong and stable growth of your assets in a wide range of market conditions.
Focused on client goals
Properly places investor goals and needs ahead of "benchmark" performance.
Reduced volatility
Reduces the reliance on interest-sensitive low-return/high-risk investments to protect against expected volatility.
Consistent returns
Aims to deliver consistent returns with less pain; lower losses, less often, and for shorter periods of time.
Enhanced asset allocation
Enhances the traditional asset-allocation process, which is full of equity risk and rising correlations.
Proper diversification
Provides the foundation for a properly diversified portfolio.
We're committed to fully understanding your vision and values, and providing what you need to help you feel confident and in control when it comes to your complete wealth picture.