Arash Jalali

Arash Jalali

Investment Advisor

B. Eng

MBA

CFP®

Working together to help you achieve what truly matters to you

Phone

Office

(905) 209-5494

Mobile

(647) 968-3811

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8. map

Arash's depth of experience helps him provide clients with wealth managements strategies that uniquely fit their financial situation.

As an Investment Advisor with over 11 years of experience I bring a unique perspective and strong work ethic to my clients here at TD Wealth Private Investment Advice. My mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of my business. I will bring the sum total of my knowledge, gained over more than a decade of working with hundreds of individuals, families and businesses, while delivering proactive and personal advice. Together, we will ensure that the key decisions are made to keep your portfolio consistently aligned to your goals.

Certificates

B. Eng

MBA

CFP®

Languages

English

Farsi

Education

MBA in Finance, Rotman School of Management, Class of 2016 ; B.S. Computer Engineering(Hardware), Shahid Beheshti University, Tehran, Iran , Class of 2000

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

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

Proactive Reviews

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

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

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.

Tailored Solutions

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

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.

Research and Insights From The Wealth Investment Office

Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.

WIO: Portfolio Strategy Quarterly | Q1 2024

"The Great Wide Open"
Portfolio Strategy Quarterly
Q1 2024

WIO: Quarterly Market Review | Q4

Everything you need to know about the quarter that was on January 16, 2024. Read more here.

WIO: Monthly Perspectives

One of the highlights of this year’s conference was our sit-down interview with Christopher James, Chief Operating Officer of
Blackstone Tactical Opportunities and Chairperson of Blackstone Private Equity Strategies (BXPE), one of the largest private asset
managers in the world.