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Eric Selvaggi
Investment Advisor
"Committed to understanding your needs and helping you achieve your vision of success"
220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8Map
Goal based and value focused. These two concepts are at the core of my investment philosophy. I believe that my client's goals and time horizons are the primary drivers in constructing and managing a secure and efficient portfolio.
I believe that everyone finds comfort in knowing their family's financial well being is sound and protected. I strive to gain a deep understanding of my client's goals and values, enabling me to create a comprehensive and tailored wealth strategy. My client's financial plan encompasses personalized asset and income protection strategies, integrated with tax management and retirement planning needs.
Eric's commitment to his clients is to provide them with investment solutions and wealth advisory services helped by TD Specialist that are based upon 6 core values:
Organization: Eric brings structure and order to the financial aspects of your life by directing you through the complexities of investment and tax management, and estate planning strategies.Accountability: Eric will follow through on the commitment to implement and monitor strategies by working with you to strategically prioritize and review your goals.
Objectivity: Your investments will be managed rationally by removing the emotionally driven decisions that could offset our plan.
Proactivity: The services provided transition as you progress through different stages of life. By assessing your current life stage, you will be introduced to the appropriate TD specialists.
Education: Eric will simplify the planning process and make sure that you fully understand the selected practices and solutions.
Collaboration: Not only will Eric work in collaboration with your personal professionals such as accountants and lawyers, he will work directly with you by taking the time to fully understand your values and needs.
Eric holds a Bachelor of Management and Organizational Studies degree with a specialization in Consumer Behavior from the University of Western Ontario. While attending university, Eric was the co-captain of the varsity rugby team and represented Canada on the international stage with the Canadian National u20 team.
ADDITIONAL CONTACT
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049
LANGUAGES
English
EDUCATION
Bachelor of Management and Organizational Studies degree with a specialization in Consumer Behavior from the University of Western Ontario
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
Wealth Considerations
Investment Strategies
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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