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Excellence in wealth management is about more than investments and returns - it's about understanding your personality, your goals and your motivations, and then crafting a personalized wealth plan that is right for you.
Gloria holds a Bachelor of Computer Software Engineering from IAU and a Bachelor of Commerce from York University, as well as numerous investment designations. Prior to joining TD Wealth Private Investment Advice, she worked on Bay Street at TD Asset Management and BMO Global Asset Management, in roles providing investment recommendations and advice to Investment Advisors across various financial institutions. Outside of the office, Gloria has a bold presence in a few charitable organizations in the community including DSAT in support of persons with Down Syndrome and Dress for Success in support of women seeking financial independence. Gloria lives an active lifestyle in Downtown Toronto, is an avid animal lover, enjoys taking her fluffy dog on hikes, making wooden and leather crafts and listening to Classic Rock music.
By striving to focus attention on the true drivers of performance, our mission is to apply investment discipline with a transparent and straight forward process to help clients feel comfortable.
Portfolio Performance: We use a disciplined rules based investment process that allows us to avoid common investment mistakes based on emotion, intuition and conflicts of interest. Our process was developed and improved upon over years using my background in both engineering and finance. We have a multi-year performance track record and will be happy to share and compare with any other stock portfolio/Mutual Fund/ETF.
How we can help:
Understanding your goals and priorities, and working with you to create a comprehensive plan to help ensure you can achieve them.
Leveraging TD specialists in areas of taxation, estates, trusts, business structure and succession planning, as well as insurance can help to ensure that the various aspects of your financial needs are covered.
Providing access to institutional mandates that are otherwise not offered to retail investors which can help enable financial stability and growth.
We gladly offer a complementary second opinion. Get in touch with us if you:
are uncomfortable with the volatility in today's markets and your portfolio
have a life changing event that requires a second look at your wealth plan
are concerned you will outlive your money
would like to discuss estate planning, tax saving strategies, portfolio reviews and capital preservation
run a Professional Corporation and seek tax efficiency within your practice
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
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.
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.
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.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
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.
Dale Durand
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.
Domenic Tagliola
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..
Susan Pontoni
Executive Trust Officer
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.
Michael Gardner
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/gloria.malek
Fed rates could stay low through 2023 and beyond
The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.
What options do snowbirds have this winter?
Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives | What Now?
What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.
The Soul of the Fed
What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.
MoneyTalk - Questions investors are asking amid the COVID-19 pandemic
Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.
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