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Offering a modern, collaborative and innovative approach to investing that's tailored to the new era of finance.
Advising high net worth families and private clients has been the cornerstone of Abhishek's career.
With a career spanning nearly two decades, his professional experience straddles a range of financial and wealth disciplines including advising them on investments and strategy, wealth structuring, financial and tax planning, fiduciary practices, family office and insurance solutions. He takes a collaborative approach to his client relationships, recognizing that no family has the exact same needs, objectives, constraints, teams, or skill sets. His endeavor is to keep a solution-based mindset whether the family is looking for an advisor who takes a comprehensive approach on their consolidated net-worth or is looking to fill a specific void in their wealth management relationships. During his career, he has led and executed complex mandates for his clients which include business owners, healthcare practitioners, private investment corporations and family offices.
His practice aims to provide an ecosystem that is not only focused on investments, but one that can also coordinate, advise, and execute on a wide range of issues important to clients. Through an extensive discovery process, he attempts to build a team of TD specialists around his clients to help achieve their vision of success.
Before joining TD, Abhishek has worked in senior wealth management and private banking roles for some of the prominent global banks such as DBS, Citibank, RBS, Standard Chartered, ICICI and a multi-family office boutique, Fiducia Capital.
Abhishek has had the opportunity to travel extensively around the world. Outside of work, he loves trying different cuisines, a good round of golf, cycling, hiking and most things outdoors.
Abhishek has always been a keen learner who stays up to date with the latest industry trends and regulations to ensure that his clients receive the best possible advice and guidance. He believes, his clients feel confident that his counsel will come from a place of strong technical knowledge and a firm understanding of execution requirements.
He is a CFA charterholder and member of Toronto CFA Society. The CFA credential is the most respected and recognized investment designation in the world as it demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills underpinned by ethical conduct and highest standards of practice.
He is also an Advanced Finance Program graduate from the Wharton School, University of Pennsylvania, USA and holds an MBA degree from Institute of Management Studies, India. He also holds the Personal Financial Planner (PFP®) and Chartered Investment Manager (CIM®) designations. The Personal Financial Planner (PFP®) designation is a leading credential for comprehensive wealth planning in Canada recognized by Canada's largest financial institutions. The CIM® designation demonstrates the knowledge and skills to manage money on a discretionary basis for an increasing number of sophisticated clients in Canada.
Overall, Abhishek's commitment to client satisfaction, and consistent experience delivery remain key focus areas and drivers for his practice.
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324
We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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