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Steve Dwek

Investment Advisor

  • CIM®

"Working together to help you achieve what truly matters to you"

I believe wealth can create complexity on both a personal and financial level, and that the managing of wealth is a deeply personal experience.  

We help clients manage various aspects of their wealth by simplifying complexity and building detailed investment plans to help guide them through various stages of life. Depending on your needs we can connect you with specialists across TD, including dedicated private banking services, estate and trust planning, business succession, tax planning and philanthropy.

I became an Investment Advisor to build long lasting relationships with clients based on a deep level of competency and trust - for one without the other is meaningless.  I have a Master's degree in Engineering from Cornell University and a variety of other designations but in truth I think integrity is more important than education.  We endeavor to build world class portfolios for clients in a way that we believe, to the very best of our knowledge, will maximize their returns for a given level of risk.  We invest in products or securities where we would (and do) put our own money and our family's money.  

I work with a wide variety of clients from seniors to business owners to foundations.  I'm always willing to chat and offer guidance to anyone, even if their intention is never to become a client.  Feel free to reach out. 

ADDITIONAL CONTACT

Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029

Upcoming Events

Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.

Upcoming Seminar - Wealth Considerations for U.S. and Dual Citizens

Time: 08/17/2017 6:30 PM - 8:00 PM
Location: Richmond Hill Centre for the Performing Arts Plaza Suite 10268 Yonge St Richmond Hill,  Ontario  Maps & Directions
Speaker: Steve Dwek, Dean Smith
More Info:  Join Dean Smith, PhD, CFP, TEP, CPA, CA and Partner at Cadesky Tax as he walks guests through the challenges and considerations U.S. persons (and snowbirds) living and investing in Canada need to navigate regarding their wealth.
RSVP for this event

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

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MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Market Outlook Q3 2017

Investment Strategy Quarterly
Politics have dominated the news cycle since the start of the year. Close to home, the year began with a focus on the new U.S. President's inauguration, and since then the press corps has been kept busy following the adventures of the new administration.

Monthly Perspectives - September 2017

On July 12th the Bank of Canada’s (BoC) Board of Governors finally stopped crying wolf and announced an increase in interest rates for the first time in seven years.

Financial Blind Spots - May 2017

Behavioural Finance: People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

Do you know someone who would benefit from my services?