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Dear Prospective Client,
Wealth Management is not solely about investments. It is about defining your goals and building a strategy that reflects your intentions. Success in Wealth Management begins with an open discussion, and an Advisor that provides a comfortable environment where you can express your thoughts and be listened to by a professional with an open mind.
Retirement. Estate Planning. Tax Planning. Charitable Giving. These may be familiar terms, but what do they mean to you and your family? Will your desired retirement lifestyle allow you to leave a legacy to children and grandchildren? And what role do your investments play in this? As an Investment Advisor I will work with you to gain a clear understanding of your goals in order to develop a tailored Wealth Strategy for your family. Each of my clients receives a written copy of this. Why does that matter? A written Wealth Strategy is a representation of my commitment to you, which outlines our relationship by providing a clear definition of your goals and what matters most to you. As your life transitions to a different phase, we will work together to ensure that our tailored Wealth Strategy continues to be relevant and is updated as necessary.
Working with an Advisor should give you access, not limit you. As a client of TD Wealth Private Investment Advice, you have the support of TD specialists that can assist you in areas such as Business Succession Planning, Tax Planning, Will and Estate Planning as well as Charitable Giving. These TD specialists work with myself, as your dedicated Investment Advisor, to help ensure your Wealth Strategy encompasses all of your goals with prudent advice.
As an Investment Advisor, I am committed to you as a client. My approach is a holistic one, meaning I will take the time to get to know both you and your goals. You have worked hard to build your Wealth, and I will work just as hard to help you to grow and preserve it. Together, we will build a strategy for your Wealth that puts an investment solution as a true outcome to helping you to achieve the objectives that matter to you.
We start with a conversation – a phone call, a meeting over coffee, or an in depth discussion at a place and time that is comfortable for you.
I look forward to our first meeting.
Adam DeCaria, CIM®.
About Adam DeCaria
Adam DeCaria lives in Etobicoke with his wife and their two children.
Adam has been providing Wealth Management advice for eleven years with TD Wealth; prior to which Adam worked in a succession of progressive roles within TD. Adam holds the presitigious Chartered Investment Manager (CIM®) designation issued by the Canadian Securities Institute.
Fax: (416) 239-3205
Branch Office: (416) 239-3363
Branch Fax: (416) 239-3205
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry 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.