“We want you to have the most thorough counseling throughout the entire process to provide the most effective solutions, to help you to preserve your capital and to achieve your financial goals.“
~ Kathryn Del Greco, Senior Investment Advisor
Kathryn has been providing comprehensive wealth management advice to families since 1987. She uses her extensive wealth and investment management expertise to create customized solutions for the families and individuals that she works with.
Outside of the office, Her enjoyment of golfing and skiing keeps her mind sharp and refreshed.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and reflects their vision for the future. I work with clients to provide comprehensive wealth strategies, including determining retirement income needs, identifying tax and estate planning considerations, leveraging personal life insurance strategies, and identifying tax-efficient charitable giving strategies.
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