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Alex Dezan believes that he has the expertise necessary to resolve the various unique challenges that individuals or families may have, in the highest quality manner. He will develop a comprehensive investment plan designed to help his clients achieve their long-term goals. Alex will cover the investment, insurance strategies, tax strategies and estate planning strategies of his clients’ individual situations. He helps his clients determine their risk profile, and will take this into consideration while structuring investment portfolios aimed at achieving long-term growth without undue risk.
Alex started his career in the financial services industry and enjoyed extensive training under the wing of three experienced Senior Vice President Investment Advisors, which he considered invaluable. After learning the ropes, Alex decided to start his own practice with TD Wealth Private Investment Advice, a division of TD Bank Group.
His clients consist of, but are not limited to, Business Owners, Executives, Lawyers, Accountants, and Doctors. Alex believes that he is well known for his real return investment philosophy and his strong emphasis on professional portfolio management.
Alex grew up in Georgetown and Burlington and currently lives in Toronto. He enjoys playing sports, hiking, and has travelled extensively throughout his life.
Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958
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.