Advising high net worth families and private clients has been the cornerstone of Abhishek's career.
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.
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.
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.
Advanced Finance Program, The Wharton School, University of Pennsylvania, USA
Achieve what truly matters to you
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Leading Comprehensive Wealth Strategies
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.
Transfer of Wealth
Will and Estate Planning
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.