Working together to help you achieve what truly matters to you
We have it covered, every step of the way. We do all the things that you expect your wealth management team to do. Supported by the vast resources of TD Bank Group and the expertise from a team of TD specialists, we can guide you through:
But this is not all that we’re about. We’re about you: Your goals for tomorrow; facing the fears you have today and, a bright future for those you love.
How do we do that? Knowledge. Trust. Commitment.
We have a combined 45 years of experience working with clients with diverse needs and goals. We’ve endured market cycles, investment trends and fads, and created solutions for virtually every type of client. In addition to the professional knowledge that Sam Di Cesare and Jessica Gardner acquired through obtaining their Certified Financial Planner designations, and through Jessica's completion of the options and derivatives courses, we draw on the expertise and resources of TD Bank Group.
We forge deep bonds with clients by communicating regularly and ensuring they understand their goals and every facet their plan. Our relationship with our clients is built on a foundation of solid advice and a concrete understanding of how they want to shape their financial future; and we will travel that road with you, every step of the way. We can understand you better, anticipate problems, and create solutions that are right for you because we support our clients for the long term.
We want to help build your wealth. That’s why we are committed to a long-term strategy that works with your timeline – without unnecessary risks to your investment strategy. Our clients are all different. "Jane" is saving for that second home in the tropics. "Gus" hopes to travel the world in retirement. "Kate" wants to give back to the charities that matter to her. Their goals may vary, but our commitment to each doesn’t. We focus on achieving their long-term goals focusing on consistent, long-term returns that match their tolerance for risk.
Quite simply, they are part of the extended family. They are not just high-net-worth individuals. Our clients are Canadians who are looking to take control of their financial future. Our relationship with our clients is why we’re in this business. There is nothing we like more than telling "Jane", "Gus" or "Kate" that they can buy that second home, take that cruise or make that donation. We work as hard as we do for your happiness because, after all, it’s what makes us happy.
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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