Chris Susel
Senior Portfolio Manager
Senior Investment Advisor
CIWM
TEP
Working together to help you achieve what truly matters to you
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Chris has been advising and managing client portfolios for over two decades. He leads a dedicated team that focuses on solving problems.
His team works closely with TD Bank Group and some of the best independent wealth management firms in the world. Chris holds the Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI®), Trust and Estate Practitioner (TEP) and Certified International Wealth Manager (CIWM) designations.
His team is in a position to coordinate every financial, and financially related, aspect of their clients’ lives by bringing expertise in executorship, planning, creating, managing portfolios for individuals, trusts, estates, private and public corporations, while engaging TD Specialists when needed.
Chris is centrally located in Toronto's Financial District, a block from Union Station, in the tower above the iconic TD banking pavilion.
S&F Advisory Group 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.
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CIWM
TEP
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
What We Offer
Our Services
Complex Problem Solving
Investment Planning
Will and Estate Planning
Retirement Planning
The Planning Process
Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.
Our unique discovery process uncovers the values behind your personal vision of success.
Understanding & Confirmation
We take the time to listen to your story - making note of what matters most to you.
We summarize our understanding of your financial priorities and needs to make sure you're in agreement.
Determine & Present Solutions
We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.
We rely on the depth of each planning session to ensure our proposed solutions align what you have with what you want to do.
Implementation & Ongoing Review
We do the heavy lifting - liaising with your other professional advisors to ensure seamless execution in each area of your wealth plan.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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