Abhish Patel, Investment Advisor,Waterloo, ON

Phone

Office

Office Location

412 Albert Street Waterloo, ON N2L 3V3. map

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.

Phone

Toll Free

1(866) 373-5576

Branch Phone

(519) 725-1214

Branch Fax

(519) 725-5806

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 will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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.

Wealth Considerations

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Investment Strategies
Banking and Credit Management
Retirement Planning
Protecting Your Assets
Tax Management
Passing on Your Wealth
Education Funding
Business Succession Planning
Planning for Major Purchases
Charitable Giving

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

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.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

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 Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.