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A Winning Personality
How it contributes to Financial Success. Contrary to what people believe, financially successful people often don’t have special know-how or skills when it comes to investing and saving...
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Chris Melidoniotis
Investment Advisor
- CFP®
Tailored solutions in tune with your needs and the needs of those you care about
354 Davis Rd Oakville, ON L6J 2X2Map
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.
ADDITIONAL CONTACT
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324
LANGUAGES
English, Greek
EDUCATION
University of Toronto - Bachelor of Arts Economics & Political Science
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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.
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An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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