Meet The Team
_250x250.jpg)
Investment Advisor
CFP®
FMA
CEA
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Senior Investment Advisor
Senior Investment Advisor
My career began with Canada Trust in 1997. I then joined TD Bank Group in 2000 and since then my focus has been fostering long-term client relationships.
My process is to sit with each client, review and discuss your goals and current financial situation.
Issues like: Tax Planning, Retirement Planning & Business Succession planning are just some of the areas of focus we will cover.
If you ask me something that I am proud of I would say that "it is having client relationships that date back to when I first joined TD Wealth".
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Senior Investment Advisor
CFP®
Santino has been an Investment Advisor since 2021. Prior to joining TD Wealth Private Investment Advice, Santino was a Senior Financial Planner with TD Wealth Financial Planning for the past decade.
Santino is currently working in the Vaughan area and is located at 4499 Highway 7, Woodbridge, ON.
As an Investment Advisor, his mandate is to help you preserve and grow your wealth though
tailored investment solutions. Dedication to exceptional client experiences and innovative financial planning strategies are the foundations of his business. He will deliver proactive and personal advice, utilizing a 4 pillar approach. He will work closely with you to make key decisions about your portfolio that are in line with your goals.
Santino currently holds his CFP® designation and is licensed to advise on stocks, bonds, Mutual Funds, ETFs, GICs & Principal Protected notes. Santino also collaborates with TD specialists to help bring your financial goals to life.
Santino lives in York region and spends his free time with his family.