Gardner Di Cesare Wealth Advisory Group
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:
- Investment, wealth and retirement planning
- Protecting your pocketbook with tax and insurance strategies
- Ensuring your loved ones are taken care of with estate and planning strategies
- Selling your business or planning the transition to the next generation
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.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.