Andreka Lapchinski

Andreka Lapchinski

Portfolio Manager & Investment Advisor

CFA®

B.Sc. (Hons)

Sound investment advice built to help weather all market conditions

Phone

Office

(905) 707-5891

Mobile

(416) 219-4677

Office Location

50 Goulding Avenue Aurora, ON L4G 4A2. map

With more than 25 years of experience in the investment industry – including many years in institutional equity research – I have learned that every client's story is personal.  My role as your Portfolio Manager is to truly understand what matters to you, and to apply the same disciplined, research-driven approach used by pension funds and foundations to help protect and grow your wealth.

I work one-on-one with my clients to create a personalized wealth plan that reflects the realities of their lives: career shifts, business growth, caregiving, entrepreneurship, loss of partners, and major life transitions.  Together, we'll define your goals and build a plan that gives you clarity and confidence.

Wealth is personal – it's about having choices, being prepared, and feeling secure in the decisions that shape you and your family's future.  For many, it is building resilience, creating opportunity, and having the freedom to pursue what truly matters.

What motivates me most is helping people feel confident and in control of their financial future.  I take pride in building long-term relationships rooted in trust, clarity and steady guidance - the kind of relationship you can rely on through every stage of life.  And when needed, I'll bring in trusted specialists from across TD to ensure you have the full strength of the organization behind you.

I hold an Honors Bachelor's Degree in Science from Queens University, and a Chartered Financial Analyst designation from the CFA Institute.  I grew up in Northern Ontario but now live in Toronto.  I have three children.  Every year of life has brought some kind of adventure and whether it seemed positive or negative at the time, I learned about being in the world.

After decades in institutional equity research, I saw firsthand how powerful informed, disciplined investing can be.  I now bring that same rigor to the people, families, foundations, and businesses I work with, but in a way that is personal, approachable and tailored to them.

My goal is to holistically manage your wealth by applying my breadth of knowledge and experience so you can reach your best financial health possible!

Certificates

CFA®

B.Sc. (Hons)

Our Solutions

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

What We Do

What to expect when working with us

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Tailored Solutions

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions.

Healthcare Practitioners

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Asian Segment

Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.

Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.

Trending Articles

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