Bogdan Gheorghiu
Investment Advisor
F.Pl.
Phone
Office Location
"My business philosophy is totally focused on my clients. I see myself as their financial Quarterback, one who has both the vision of the field and the discipline to carry out their projects."
Holder of a bachelor's degree in business administration with a specialization in finance, Bogdan holds the financial planner certification by the Quebec Institute of Financial Planning.
He believes his 15 years of experience in brokerage and financial consulting make him a trusted advisor for professionals, business owners and families who want to grow and protect their wealth.
Whatever his clients' goals, Bogdan always pays particular attention to risk management in investments and the strategies he recommends.
Bogdan uses a comprehensive wealth management approach that includes investment strategy, retirement planning, estate planning strategies, and assets protection strategies.
Having lived on three continents, Bogdan is naturally sensitive to other cultures and open to the world and the reality of its customers. He speaks four languages: French, English, Romanian and Spanish.
Certificates
F.Pl.
Languages
English
French
Romanian
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
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
Committed to understanding your needs and helping you achieve your vision of success
To help you meet your goals, we take a comprehensive approach that extends beyond investing. We offer you the relevant, customized wealth advice you deserve – and we can do that only by fully understanding you.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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