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Andrew Palazzi began his career at TD Bank in 1992 and joined TD Wealth Private Investment Advice in 1997. He has been an active Portfolio Manager for the last seven years. He has been recognized for numerous awards, including the Award of Excellence, and the acclaimed Vision in Action Award (The Vision in Action program is a TD Bank Group wide award that recognizes leaders from all areas of the organization who demonstrate TD’s Guiding Principles). When asked what he is most proud of, he says that “It is having client relationships that date back to when I first joined the bank in 1992.”
Andrew holds his FCSI (Fellow of the Canadian Securities Institute), CIM (Certified Investment Manager), and CSWP (Chartered Strategic Wealth Professional) designations. He is also fully licensed in insurance products and solutions.
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Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.