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Chris Sarlo

Investment Advisor

  • B.Comm.
  • CFP®

Working together to help you achieve what truly matters to you

As an Investment Advisor, specializing in strategic wealth planning, Chris and his team have been providing comprehensive advice and solutions to individuals, business owners and their families since 1998. We are committed to providing exceptional service to each of my clients using tailored strategies. We structure Personal & Corporate Wealth Strategies to help achieve the client’s highest goals - which include capital protection, asset growth and tax efficient structuring.

The cornerstone of our business is building one-on-one relationships with each client, based on trust, communication and a detailed understanding of their needs. By working in partnership with a team of experts, Chris addresses the full scope of strategic wealth management, including investment advice, insurance solutions, estate planning and trust services and charitable giving strategies.

Our strategies make sure that you consider the long-term and evolutionary nature of the wealth management process. It clearly and concisely identifies the constraints and opportunities of your current financial situation, while also focusing on your goals and objectives. As a result, your wealth management strategy reflects both your short-term needs as well as your long-term goals. Creating, implementing, maintaining and adjusting the strategy is my key responsibilities.

Please contact me today to see if you and your family could benefit from my unique approach to wealth management,

ADDITIONAL CONTACT

Toll Free: (800) 287-4359
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Oil prices march higher as OPEC calls emergency meeting

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

Could COVID-19 foil your retirement plans? Here’s what you need to know.

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Tannis Dawson, high net worth planner, TD Wealth about planning for your retirement in the wake of the coronavirus outbreak.  

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

MoneyTalk - Don’t let fear rule your mind in times of crisis

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

Do you know someone who would benefit from my services?