With more than a decade of experience helping his clients navigate their financial lives, Gerson D'souza has determined himself as a trusted advisor to the families he serves. Working with TD Specialists, he and his team provide comprehensive advice on tax-efficient investments, estate planning, and retirement planning. As a client, you can expect the following from Gerson and his team: Proactive contact
– We believe consistent/regular communication will lead to improved results.
Tax-efficient investment strategies – Through the use of tax-structured funds, registered accounts, or more complex corporate strategies, we strive to implement the most advantageous strategies available.
Estate planning – We collaborate with TD specialists to offer clients a complimentary review of their wills, powers of attorney, marriage contracts, and estate plan.
Retirement planning – Completed by a member of our team, our clients are offered a complimentary retirement plan which acts as a roadmap for our ongoing advice.
– We collaborate with specialists from TD Wealth Private Banking to address our clients' complex banking needs.
Our team approach helps us to deliver our collective experience to our clients every day. Please contact us to find out more about how we help our clients reach their goals. Behavioural Finance
We are taking understanding your needs, to the next level. By uncovering what drives your investing decisions,
we can better avoid actions that may be sabotaging your investments.
Click below to learn more about how we can help you avoid common financial blind spots. Implementing Tax Efficient Strategies
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.Leaving a legacy
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning strategy and trusts to gifting and philanthropy. Our Goal? To help you optimize the transfer of your wealth.
The Daley Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.