Meet The Team
Investment Advisor
BA (Hons)
CFP®
As members of the Turnbull Wealth Management Group (View our Team Brochure), our objective is to provide you with our expertise and help you plan for every aspect of your financial future. We work with you – helping you make the most of opportunities to build and preserve your hard earned nest egg in today’s increasingly complex marketplace. We provide guidance to clients who are in or nearing retirement, including small business owners who have specialized needs such as transitioning the ownership of their business. Our process is simple and straightforward. First, we help you define your objectives through a comprehensive life discovery discussion. Then we analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to build and protect wealth, and leave a lasting legacy. Since 2007 we have been working to deliver sound performance backed by a thoughtful and measured investment philosophy, a competitive fee structure and personalized service. Our team includes 2 investment professionals with 30 years of combined experience in the industry, and is led by Investment Advisor, Darrell Turnbull, and associate Andy Drakopoulos. We also work in collaboration with a Team of TD Specialists who provide their expertise in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies, all of whom work to grow, protect and enhance our clients’ financial lives. Please get in touch with us today to see how we can work together to build a strong and secure financial future for you and your family.
*Turnbull Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Investment Advisor
CIM®
Steve Malinas is an Investment Advisor with TD Wealth Private Investment Advice in the Yorkville office. Steve's advisory business specializes in assisting families and business owners in generating tax-efficient investment income and navigating wealth transitions across generations. Regarding your wealth there is no one-size-fits-all solution, but there are emotions, options and trade-offs that need to be considered. Steve uncovers your unique needs through his 4-step structured process; starting with a deep discovery of your personal situation and values, followed-by a custom strategy, implementation, and review of your plan in relation to your wealth goals. With this process and backed by a comprehensive network of TD specialists, Steve has the resources to help you realize your true potential and create an airtight wealth roadmap.
Steve graduated from the University of Toronto with a degree in Economics and Sociology. He holds the Chartered Investment Manager (CIM®) designation and a certification in Advanced Investment Advice. Steve has 15 years of industry experience including a background in Risk Management, Compliance, and Investment Advice.
Steve lives just outside of Toronto on a horse farm in Port Perry with his wife and daughters. Steve keeps life simple and focuses his time on family, friends, work, and exercise.
English
Additional TD Specialists
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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Tax and Estate Planner
Tax and Estate Planner
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.
