Roman Bartko
Senior Investment Advisor
PFP®
CEA
CFP®
Working together to help you achieve what truly matters to you
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Office Location
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
What We Do
What to expect when working with us
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Investment Management
Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.
Protecting what matters
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected. To help with that, I've included a few articles below that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
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
Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.
When you think about your retirement, what do you see for yourself? Do you see yourself traveling the world? Relaxing in nature up at your family cottage? Volunteering for a charity or organization you hold dear? Whatever your vision for retirement may be, we can help you plan for it.
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.
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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