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With over 25 years of experience, I offer clients and their families a wealth of knowledge in the areas of investment management and estate planning strategies. The foundation of my practice is a strong, personal relationship with my clients built on trust and communication. That means keeping my clients informed and meeting with them as frequently as they would like.
Everyone’s financial situation is different. I help to clarify your specific objectives and develop an investment strategy designed to help you reach your specific goals while at the same time utilizing risk management strategies to minimize volatility.
I have an investment philosophy that stresses diversification, consistent cash flow and tax efficient income. The investment environment gets more complex every day. I create my portfolios by consulting a variety of sources and meeting with industry leaders to gather data and information.
As your situation changes, your goals may change and your finances may become more complex. I will work with your existing advisors such as your accountant, lawyer and banker to help facilitate a coordinated approach to helping you achieve those goals in a tax efficient manner.
In addition to myself, I can engage TD Specialists that are there to assist clients and their families with their business succession planning, will and estate planning and insurance needs.
About Me
I hold a bachelor’s degree in Economics and Political Science from the University of Toronto. In addition to a variety of industry related courses including estate planning, options trading and risk management, I have also achieved the designation of Certified Financial Planner (CFP®).
I began my career as an equity and options trader with the Bank of Montreal. I then went on to spend 17 years with CIBC as a financial planning consultant within their private wealth management division working with both corporate and personal clients advising in all areas of wealth management. Most recently, I built a successful practice with RBC Dominion Securities managing the investment portfolios for high net worth clients and their families.
Away from the office, I enjoy golfing, skiing, hockey, photography and spending time with my wife and daughter.
University of Toronto - Bachelor of Arts Economics & Political Science
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.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Michael Gardner
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Pierre Létourneau
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Leigh Aslanis
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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.
advisors.td.com/christos.melidoniotis
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If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
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