Lisa Komlos
Lisa Komlos
Investment Advisor
Working together to help you achieve what truly matters to you
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Office Location
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Languages
English
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Investment Planning
Entrepreneurs / Business Owners
Women and Investing
Multi-Generational Family
What We Do
We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
Liz and Michael – Building a Good Life
Navigating complexities of life
As their lives got more complex, so did their finances. This can sometimes feel stressful and make you uncertain about your future. Getting the right support and financial advice can help you navigate forward.
TD Wealth helped Liz and Michael navigate the complexities of life and feel confident in their finances. They have been with the TD Bank Group since they were born. But as their finances became more complex, they trusted their TD Wealth team who helped make things easier as they built their financial future.
TD Wealth helped Liz and Michael navigate the complexities of life.
Contact me today to find out how I can help you to see the possibilities in building a good life with a personalized financial plan.
As their lives got more complex, so did their finances. This can sometimes feel stressful and make you uncertain about your future. Getting the right support and financial advice can help you navigate forward.
TD Wealth helped Liz and Michael navigate the complexities of life and feel confident in their finances. They have been with the TD Bank Group since they were born. But as their finances became more complex, they trusted their TD Wealth team who helped make things easier as they built their financial future.
TD Wealth helped Liz and Michael navigate the complexities of life.
Contact me today to find out how I can help you to see the possibilities in building a good life with a personalized financial plan.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Seven quarters of growth: What's fueling the rally in preferred shares?
Article
Seven quarters of growth: What's fueling the rally in preferred shares?
Preferred shares have seen seven consecutive quarters of gains, but can that move higher continue? James Hunter, VP, Director and Portfolio Manager with TD Asset Management, gives his view.
The economic impact: What to watch for as Canada, U.S. trade deadline looms
Article
The economic impact: What to watch for as Canada, U.S. trade deadline looms
With Canada facing a looming U.S. deadline, can the economy handle another potential trade shock? Derek Burleton, TD Deputy Chief Economist joins MoneyTalk to discuss.
What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.
Article
What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.