Roman Bartko
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Roman Bartko has spent the last 25 years at TD Wealth helping high net worth clients achieve their financial goals.
After graduating from the University of Toronto with degrees in Commerce and Economics, Roman earned some of the highest professional designations available in the Canadian financial industry, including Certified Financial Planner (CFP®), Certified Estate Advisor (CEA®), and he is also Life Insurance Advisor with TD Wealth Insurance Services.
When faced with complex questions as you accumulate wealth, especially when your spare time is limited, working with a well-connected expert advisory team provides a high degree of confidence that you are best informed and prepared with solutions tailored to your unique personal circumstances.
These include:
- Retirement planning and how to turn investments into tax efficient cash flows.
- Bespoke tailored investment solutions
- Protecting what matters through insurance, estate, and legacy planning.
- Business wealth accumulation and succession planning
Roman lives in the Town of Oakville while working out of our TD Wealth downtown Toronto office location. He is married, with two children, who all love to travel together.
Certificates
PFP®
CEA
CFP®
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Retirement Planning
- How much income is needed for the retirement you aspire to?
- How can you save enough to fund your retirement?
- How can you improve tax efficiency during retirement?
- When should you start taking your government benefits?
Tailored Solutions
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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