Trusted advice you can rely on.
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
A holistic approach to wealth management
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 investment process
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.
A wealth strategy that changes as you do
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.