Abhish Patel
Investment Advisor
CFP®
B.Comm. (Hons)
Working together to help you achieve what truly matters to you
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Having immigrated to Canada as a child, I witnessed the hardship my parents experienced when they built their own successful business from the ground up. Their hard work and perseverance instilled early lessons in work ethic and entrepreneurship as I would help them through my teens.
These same lessons carried me through an Honours Economics Degree at the University of Guelph, and a successful career at TD since 2008, culminating in me establishing my wealth practice with TD Wealth Financial Planning in 2013, followed by my current role with TD Wealth Private Investment Advice since 2021. I've molded my business approach over the years, forging relationships with my clients, professionals, and colleagues in the Kitchener Waterloo area.
I work with affluent clients who are often busy with their daily affairs, have families they're trying to take care of, and businesses they're operating to secure peace of mind for their future.
- As a professional, I bring the expertise, resources, and the knowledge to advise in an everchanging wealth landscape.
- At the core of my practice is a one-on-one approach I take with each relationship built on trust, and communication.
- My team of specialists and I will help reduce the complexity of financial decisions and help families take control of their financial plan.
Like many of my clients, I am very family oriented and strive to put our future in the best financial state that would allow us to achieve the goals that we've set. Goals such as investment and retirement planning, estate planning, tax minimization and risk management.
Throughout my career I have prided myself in giving back to the community and the families who are looking forward to greater tomorrows, learning from their storied yesterdays. I've learned that educating oneself never ends and it's never too early to start. Thus, educating our youth and the future generations is paramount to me as my wife and I raise our three boys and understanding how dreaming of your future can be made into reality if you recognize how to financially plan and execute the tasks that are required.
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Certificates
CFP®
B.Comm. (Hons)
Languages
English
Gujarati
Education
CFP® FP Canada; B.Comm Hons Management Economics in Industry and Finance - University of Guelph
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
Wealth-building Strategies for now and the years ahead
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.
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