Skip to main content

Erik Gregorio

Investment Advisor

Working together to help you achieve what truly matters to you

In an ever evolving environment, having a trusted and skilled partner to guide, grow and preserve your assets has never been more important.  

Whether you need growth, regular income, retirement savings or estate planning, the wealth management process begins by having a thorough understanding of your individual and unique situation. This understanding is critical to the development of a personalized wealth plan, asset allocation mix and selecting the right investment solutions required to achieve your specific objectives.  

Utilizing quantitative investment skills and conservative investment management approach, I will focus on creating strong risk adjusted portfolios, with a focus on tax efficiencies, lower costs, active management, income producing instruments and aligning my interests with those of my clients.  

I pride myself on creating long-standing relationships with each client based on trust, service, regular communication and professionalism.  

Together we will provide the peace of mind required in a complex world and help you transition through the various stages of your life as you accumulate, preserve, spend and eventually transition your wealth.  

On a personal note, I am fluent in both French and Spanish, love to cook and travel.  

Please call me today to see if you and your family could benefit from my unique approach to wealth management.  

ADDITIONAL CONTACT

Toll Free: (888) 576-4447
Fax: (416) 983-3866
Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Oil prices march higher as OPEC calls emergency meeting

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

Could COVID-19 foil your retirement plans? Here’s what you need to know.

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Tannis Dawson, high net worth planner, TD Wealth about planning for your retirement in the wake of the coronavirus outbreak.  

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

MoneyTalk - Don’t let fear rule your mind in times of crisis

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

Do you know someone who would benefit from my services?