Mark Wrobel

Profile Image
Mark Wrobel

Senior Portfolio Manager

CIM®

FCSI®

Working together to help you achieve what truly matters to you

Phone

Office

(416) 308-8483

Office Location

79 Wellington Street West 11th Floor Toronto, ON M5K 1A1. map

At Wrobel Wealth Advisory Group WWAG, our practice uniquely focuses on helping “peak earners” and retirees effectively and efficiently plan for their future.  Our deliberate, consultative and respectful approach to your Wealth is driven by a deep understanding of you and your financial needs.  Our goal is to ensure you meet these needs in the most cost and tax efficient manner possible so you can keep more.

As a client of the group, Mark, his team and other TD specialists have the expertise to assist you with:

  • Customized portfolio design and asset allocation
    • Make sure your portfolio is a reflection of your needs
  • Tax efficient income generation
    • Keep more for yourself
  • Tax minimization strategies
    • Pay less to CRA
  • Comprehensive Estate planning strategies to help preserve your Wealth including:
    • Trust Services:  Protect your estate and your heirs from undue taxes and unforeseen events
    • Will Review Service: Ensure your heirs get what you want them to get
    • Insurance Strategies: Reduce estate taxes so your heirs keep more
    • Charitable Giving Strategies:  Fund your most important causes tax efficiently
  • Family business transitioning 
    • Make sure your family's needs are considered no matter who’s in charge
  • Executive Stock Monetization
    • Diversify your assets to help you to reduce risk
Our client base is built on referrals.  We believe our success is based on an unyielding commitment to integrity and transparency, coupled with an unparalleled dedication to best-in-class advice and service.

Whether you are just thinking ahead, have had a significant life event, or are simply yearning for a more tailored approach to your wealth, call or email us today for a second opinion so that we can help you to preserve and build upon your financial future.

Wrobel Wealth Advisory Group WWAG is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Phone

Toll Free

(888) 576-4447

Fax

(416) 308-6958

Branch Phone

(416) 982-6011

Branch Fax

(416) 308-6958

Certificates

CIM®

FCSI®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Article

Money Talk

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Hear what matters.
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Federal Budget 2023: What you need to know

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Federal Budget 2023: What you need to know

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: The Perfect Gift

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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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