Sam Tripodi
Investment Advisor
CFP®
Working together to help you achieve what truly matters to you
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Being married and a father of 3, I understand the time, effort, and commitment it takes to raise a family, while also balancing the demands of life. As a trusted Investment Advisor with TD Wealth Private Investment Advice, serving the Bloor West Village area for the past 14 years, I help simplify the complexities of wealth management for my clients, while safeguarding their aspirations from the uncertainty that life can bring… allowing my clients to focus on those things that matter most to them.
My process starts with a thorough discovery, to uncover what's truly important to my clients. Fulfilling my role as an advisor, I may ask tough questions and highlight gaps and opportunities my clients may not be aware of. As needs arise, I will liaise with internal TD specialists to bring their expertise and solutions to the table, while always being on hand to navigate those discussions with my clients. Once a formal plan is agreed upon, we strategically execute, tweaking the plan as needed. Over the course of the client-advisor relationship, my clients and their objectives remain central to the journey
With TD's Four Pillar approach, clients can rest assured that their financial future is in good hands.
- Our investment advice is tailored to a client's unique needs and goals, ensuring that their money is working hard for them.
- TD's estate planning services will help clients protect their assets and ensure that their loved ones are taken care of.
- Our tax planning services will help clients minimize their tax liability, while maximizing their savings.
- And our insurance services will help clients protect themselves and their loved ones from unexpected events.
Contact me to learn more about our services and how we can help you achieve your financial goals.
Certificates
CFP®
Your Goals, Our Priorities
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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
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
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
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.
Gearing up for 2024: Tax and rule changes coming in the new year
Article
Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Money Talk
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Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
Article
Michael Craig on key investing themes to watch in 2024
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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Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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