Chris Melidoniotis
Phone
Office Location
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.
Certificates
CFP®
Languages
English
Education
University of Toronto - Bachelor of Arts Economics & Political Science
Meet Chris
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.Empower Your Financial Future
Have questions about your financial future? Hear from Chris about the importance of updating your will, stepping into retirement, and wealth planning.
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
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
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.
How the U.S. election may play out and what it means for markets
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How the U.S. election may play out and what it means for markets
As the U.S. election draws closer, investors will be focused on the potential outcomes and what it could mean for markets. MoneyTalk’s Greg Bonnell discusses with Kevin Hebner, Global Investment Strategist with TD Epoch.
As interest rates decline, is now the time to consider dividend stocks?
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As interest rates decline, is now the time to consider dividend stocks?
Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?
When do you have to pay capital gains tax on gifts?
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When do you have to pay capital gains tax on gifts?
Planning on leaving a large gift to your children or grandchildren? If it includes property or securities, there may be tax implications to keep in mind. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what Canadians should know and ways you may be able to reduce the tax impact.