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You decide where you want your wealth to take you. We design a path to help get you there.
Experience has shown us that your past and your present combined point the way to your future. So, together, we start with a deep understanding of who you are, your personal values and beliefs and your vision of success.
Through our process that we call Life Discovery, we work with you to discover, define and prioritize your values and expectations.
This means reviewing the financial decisions you've made over the years, the goals you've set for yourself in the years to come, and the ways in which these reflect what is important in your life whether it's your family and your home, your work and your legacy, or your personal lifestyle and well-being.
Working together, we can create a step-by-step plan that will help you reach your long-term financial and lifestyle goals.
As your needs evolve over time, your situation may become more complex. To create your personal investment and wealth plan, we tailor our broad expertise to fit your unique needs. Supported by the resources of one of Canada’s most respected financial institutions, we take an integrated approach to bringing in other TD specialists as required to address all investment, tax, estate, insurance, lending, philanthropic and business succession needs, bridging your present-day circumstances to your financial future.
It isn't just about where you are today; it's about where you see yourself tomorrow.
Green Point Private Client 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.
Successful individuals have common traits. One of the most common traits is that these individuals are driven. They are driven by their desire to succeed in all aspects of life, whether business, family, community or philanthropy.
Where each individual and business differs is in exactly what drives them and what is most important to them. This is why they do what they do.
Working with these individuals, families and businesses, Nader has found tremendous success by focusing on what is most important to his clients. What motivates them to do what they do, and why do they do it.
By working closely with you and with the aid of innovative Discovery tools at TD, Nader's goal is to articulate your drive and define it into specific goals.
In collaboration with TD Specialists, we will present you with your own custom Wealth Plan. Each plan will outline your unique wealth goals and present a road map on how to get you there.
Those goals can vary from helping you prepare for and manage your retirement and income during retirement, helping reduce the burden of heavy taxes, funding education, protecting your income, managing portfolio risk, caring for loved ones, maximizing philanthropic pursuits, or protecting your estate from erosion or assisting in the management of an estate.
A large part of Nader's success lies in his strong belief in the fundamental principle of always placing his client's interest first. As a discretionary Portfolio Manager, he has to always put his client's interests first.
By exercising this principal in every aspect of his practice, clients can be assured of receiving advice that is objective and unbiased. He believes that they find comfort in knowing that we can be trusted as the shepherd of their financial assets and are responsible in the oversight of their financial health.
By implementing a fee-based practice, as opposed to one compensated through transactional, embedded or hidden commissions, Nader can eliminate any perceived conflicts of interest. Our compensation is driven by the portfolio’s success and not by transaction volume. Together with our clients, we are free to make decisions based on investment merit, and not on commission. The added value of fee-based solutions is obvious: our clients are paying for advice and service, not just for products and trades. Another main factor behind the growth in fee-based solutions is the potential tax-deductibility of the fees clients paid for the management of their non-registered accounts.
Detail oriented and results focused, Nader believes that he owes his success to the depth of his knowledge, his incredible dedication to his craft, his clients, and his team. Above all his reputation stems from the absolute respect he demonstrates in the treatment of his client's hard-earned assets. He brings his unique analytical skill set to every client meeting to help pinpoint problems and identify solutions.
A computer engineering graduate, Nader found his passion in the field of financial services and advising clients on how to navigate difficult financial decisions. He began his career in the industry in 2004 and became a licensed Investment Advisor in 2005. He joined TD Wealth Private Investment Advice in 2014.
In 2019, Nader earned the title of Portfolio Manager. The Portfolio Manager title is reserved only for those advisors who have completed a series of industry-specific training and attained years of relevant experience in the financial industry.
Nader holds his Chartered Investment Management (CIM®) designation, one of the most sought-after designations in the Canadian financial industry, which enables him to provide high-level investment strategies tailored to affluent clients.
He also holds the designation of Certified Financial Planner or CFP® professional, issued by the Financial Planning Standards Council. He is also a Financial Security Advisor through TD Wealth Insurance Services.
Nader Nasr, is a registered Investment Advisor with TD Wealth Private Investment Advice, qualified in securities (common and preferred stock, ETFs, bonds, income trusts, GICs, hedge funds and options trading) as well as mutual funds for the following account types: RSP, non-registered Canadian dollar and US dollar accounts, TFSA, RIF, LIRA, LIF, Registered Education Savings Plans (RESP), RPP, and more.
Green Point Private Client 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.
Suzanne has been with TD since 1996 in a variety of support and client service roles with TD Asset Management, TD Future Builder and TD Mutual Funds. She assists our team as an administrator, using her organizational skills to support our advisors and clients. She is a trilingual English, French and Armenian speaker who also understands Arabic.
Suzanne has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) with the Canadian Securities Institute and also holds a Bachelor of Arts in Finance from HEC Montreal. When Suzanne isn’t working, she enjoys painting, walking her dog, and spending time with her adult son and daughter.
Audrey supports the team by striving to maintain exceptional employee and client experience, and supporting the business goals of the team. She also oversees branch operations. Audrey has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) Course with the Canadian Securities Institute and holds a Bachelor of Business Administration from the University of Ottawa. Audrey has worked with TD Wealth Private Investment Advice since 2017 and has worked in financial services since 2000.
In her free time, Audrey participates in Kurling for Kids, where she helps raise funds for Ste Justine University Hospital Centre and Montreal Children’s Hospital. She takes on many leadership roles and encourages others to help, too. Audrey is also a dedicated hockey mom to her teenage sons, and loves yoga, swimming and travel.
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.
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
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.
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 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.
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.
Patrick Absi
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.
Kevin Quach
High Net Worth Planner
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.
Nicole Assee
High Net Worth Planner
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.
François Desmarais
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.
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/greenpointprivateclientgroup
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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