Women of Purpose
Leaders in business, at home, or in their communities who are ready to align their wealth with their values.
Gardner Di Cesare Wealth Advisory Group
Gardner Di Cesare Wealth Advisory Group
A Team Built on Trust, Expertise, and Long-Term Commitment
We are a dedicated team of advisors with 50+ years of combined experience in helping clients build, protect, and transition their wealth. We've endured market cycles, investment trends and fads, and created solutions for virtually every type of client.
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.
We’re about You: Your goals for tomorrow; facing the fears you have today and, a bright future for those you love.
— Jessica Gardner, Sam Di Cesare and Team at TD Wealth Private Investment Advice
Integrated wealth services
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Purpose-Driven Wealth Solutions
Just like you rely on doctors, lawyers, and accountants, we act as a trusted advisor in your financial life, bringing structure, clarity, and expertise to your wealth.
We help move clients from uncertainty to clarity, offering customized strategies for:
- Investment, Wealth and Retirement planning
- Tax Efficiency and Insurance Strategies
- Intergenerational Wealth Transfer
- Business Transition Planning
- Estate & Legacy Planning
All delivered in collaboration with a team of TD specialists, ensuring a holistic approach to your wealth.
We have it covered, every step of the way.
Our Clients
We are honoured to serve a diverse group of clients. Below are some segments of clients we serve.
Next-Generation Professionals
Entrepreneurs, healthcare and business professionals, and digital thought leaders, including social media influencers, who value privacy and discretion.
Pre-Retirees & Retirees
Individuals planning for retirement income, tax optimization, and long-term financial security
Families Managing Wealth Transitions
Preparing for and navigating intergenerational wealth transfers with a focus on planning and legacy preservation.
Our clients tend to:
- Have investable assets exceeding $1M
- Prefer to delegate their financial strategy to a trusted advisor
- Value a disciplined, long-term approach over reactive or trend-based approaches
- Appreciate proactive and transparent communication
- Seek a holistic approach that combines growing net worth, optimizing tax strategies, safeguarding key assets and loved ones, and planning confidently for the future
- Desire a relationship-driven experience built on trust and empathy
- Are motivated by goals rooted in family, growth, impact, and legacy
