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Working together to help you achieve what truly matters to you
79 Wellington Street West 11th Floor Toronto, ON M5K 1A1Map
Managing your wealth isn’t just a plan – it’s a process. At Del Greco Wealth Management, we are committed to continually uncovering what is truly important to you and your family so we can craft a wealth strategy that is aligned to your vision of success, even as it evolves
we believe that open and ongoing dialogue is the key to a successful relationship. Before we begin proposing solutions, we hold in-depth discussions with you and, if you wish, your family members and other professional advisors. These discussions allow us to gain a thorough understanding of not just your immediate financial goals, but also the long-term aspirations you and your family share. Our conversations are also an opportunity for you to learn about how we work and what you can expect from us.
Our team will help you articulate your personal and financial goals, develop your risk profile and define your investment objectives. We follow a unique and reliable process to create, implement and update your investment plan to address each of your life stages.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
As your needs evolve, so will the services and solutions we can provide. We'll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we'll be there with breadth of our expertise and the personalized attention you deserve.
Del Greco Wealth Management 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.
Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958
We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, we have answers. Let's have a quick chat.