Brian Sonoda
Senior Investment Advisor
CFP®
CIM®
FCSI®
Working together to help you achieve what truly matters to you
Phone
Office Location
Experienced, Professional, Trusted Advice
Brian W. Sonoda began his investment advisory career in 1981 with Midland Doherty Inc., subsequently moving to TD Wealth in 2007. When sons Adam and Jason joined the practice in 2014 and 2016 respectively, Sonoda Family Wealth Advisors was born. Today our family group focuses on helping High Net Worth individuals, families, professionals and business owners navigate the unique challenges facing retirement and everyday life needs.
Born and raised in Hamilton, Brian graduated from McMaster University business school in 1978 with a Bachelor of Commerce (Magna Cum Laude) degree. Among his many professional designations, Brian is a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and a Fellow of the Canadian Securities Institute (FCSI®). He also has professional accreditation on Aging as well as certification in Retirement and Estate Planning Strategies.
Managing considerable wealth can be complex and time-consuming. Using a distinctive approach to wealth management, Brian and his team focus on establishing a deep understanding of their clients' priorities, and then build a customized strategy rooted in their long-term goals. As clients' needs change and evolve over time, so do the services and solutions that are offered. Whether building a career or business, or shifting into retirement, our family team's insightful counsel, disciplined planning and dedicated risk management can help make our clients more confident in their decisions, and more focused on building their life dreams and future.
Brian and his family have resided in Burlington since 2000, after having moved from his hometown, Hamilton. In their personal time, Brian and his wife, Sharon, enjoy family time, working out, reading and traveling together. He was actively involved in the local community and continues to supports a number of charities.
Please call Brian today at (905) 331-3356 for a confidential complimentary review, and discover what sets our family team apart from other advisors.
Sonoda Family Wealth Advisors is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Fax
(905) 331-7523
Certificates
CFP®
CIM®
FCSI®
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
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.
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