David Predovich
Phone
Office Location
As a professional specializing in wealth accumulation and management strategies, David's knowledge and experience enable him to apply real financial science to the distinctive and professional services that he offers. He takes the time to understand each family’s unique circumstances and implements proven solutions. David’s client families are treated to an exceptional experience, receiving the best available advice to deliver superior financial results.
David is a relationship-builder who uses a defined, disciplined process to determine where his clients are now versus where they would like to be. He understands that financial goals may change as family situations change. His clients benefit from personalized advice on an ongoing basis through a team approach at TD Wealth.
David holds a Bachelor of Commerce degree specializing in Entrepreneurial Management and graduated with distinction. He is a Chartered Investment Manager and also holds Certificates in Retirement Strategy, Advanced Investment Advice and Estate Planning & Trust Strategy from the Canadian Securities Institute. In addition, David is a member of Mensa, which is an international high-IQ society. His commitment to provide his clients with a superior level of service drives him to continue learning and enhancing his professional credentials.
David’s colleagues at TD Wealth each have focused areas of proficiency so further expertise is always available. A wide range of wealth-management services are offered including investment planning, will and estate consultations, tax-management strategies, and the implementation of charitable foundations. To ensure proper coordination, he works in consultation with other professional advisors, such as lawyers, accountants, and private bankers.
Born and raised in Toronto, David has called Mississauga his home for the past several years. His family roots in the GTA go back to the 1850s. In fact, David's great, great, great grandfather built a house in historic Oakville that has been standing since 1852.
Certificates
B.Comm.
CIM®
CIWM
Your Goals, Our Priorities
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
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
How the U.S. election may play out and what it means for markets
Article
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?
Article
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?
Article
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.