Contact Jason Senio Please share a little about yourself and how I can help.
Email mePlease share a little about yourself and the best way I can reach you.
Request an appointment
Please complete the information below and I will contact you shortly
your message has been sent to Jason Senio
Contact Jason Senio
Please share a little about yourself and how I can help.
Email me
Please share a little about yourself and the best way I can reach you.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
The details you shared
Request an appointment
Please provide the information below and you will be contacted soon by a TD Wealth advisor.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
Best time to call you
Preferred appointment dates
Comment
Senio Wealth Management Group
The Senio Wealth Management Group is a dedicated team that strives to achieve trust through thoughtful consideration of clients’ needs, while proactively implementing strategies to help grow and preserve wealth. Our primary objective is to grow capital for clients in a consistent and low risk manner.
Our team of professionals has over 40+ years of combined experience, and we use this to custom tailor comprehensive portfolio management and wealth management solutions for each client.
This approach has had success with select affluent clients, corporations, institutions and non-profit organizations.
Customized Portfolio Management
The Senio Wealth Management Group uses an investment approach designed for affluent clients with a focus on capital preservation with consistency. Our goal is to achieve above average returns without taking undue risk. As the economic environment becomes more complex, we believe you need a discipline, a strategy and process to help you reach your personal financial objectives.
This advanced approach allows us to custom build portfolios for our clients’ that are flexible and adaptive to the changing market environment. That also means we do not sell products, and we do not push investments packages. We believe that every plan we develop is 100% customized (Equity & Fixed Income).
The Portfolio Management process follows a strict discipline
- Develop a view of where the economy is heading - Structure a portfolio to fit that view and tailor to client’s expectations and risk tolerance - Seek out those securities in each sector that are expected to benefit most from the economic environment without exposing the portfolio to undue risk - Have a strict sell discipline in place to help mitigate risk
Comprehensive Planning
We can coordinate TD Specialists who can provide clients with integrated wealth management solutions:
- Estate planning - Tax planning - Retirement planning - Insurance and Succession planning - Private Banking and Credit services
The team at Senio Wealth Management Group
Jason Senio, B.Comm, FMA | Senior Investment Advisor
Jason holds a Bachelor of Commerce degree from the University of Alberta, majoring in Finance, and has his Financial Management Advisor (FMA) designation. He has been advising clients on Advanced Portfolio Management for over 19 years.
Jason supports and sponsors of many charities and organizations like the Stollery Children’s Hospital Foundation, PlanCanada, MS Society of Canada, Glenrose Hospital Foundation and Alberta Cancer Foundation.
Russell Sitek, B.Comm, CIM® | Client Service Associate
Russell graduated from the University of Alberta with a Bachelor of Commerce Degree majoring in Finance. He began working in the financial services industry in 1999, and has obtained his CIM® designation. He’s also active in the community participating in various outreach and support activities.
Senio Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Eric has over 10 years of experience in the Life Insurance industry. He develops strategies for business owners, professionals, retirees, and other successful individuals along with their families.
Jason Uppal, B.Comm., CPA, CA Business Succession Advisor, TD Wealth
Jason has over 12 years of experience as a Senior Manager in taxation, Finance, and Auditing. He will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value at the time of transition, and create and implement a plan for the smooth transfer of your business down the road. Specifically, Jason has focused on corporate planning and compliance requirements for owner managed businesses as well as consulting with individuals regarding tax and estate issues.
Winston Tuttle, B.Comm., LL.B. Tax and Estate Planner, TD Wealth
Winston received his law degree in 2009 and founded his own law firm and then worked as in-house counsel to a private equity firm for 7 years focusing on corporate/commercial law and in residential and commercial real-estate. He joined TD Wealth in 2018 where he draws on his diverse legal background and the problem-solving skills that he developed while practicing law and working with TD prior to attending law school. He leverages his diverse background to provide TD Wealth clients with tax and estate planning information and strategies tailored to their unique goals.
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.
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/jason.senio
U.S. economy: Signs of resilience help to ease recession worries
While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
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.
Do you know someone who would benefit from my services?
Share my profile
jason.senio@td.com
Mailing List
Receive content from TD Wealth
To better serve you, TD Wealth has created material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services to help you reach your financial goals. Sign up today to receive the latest news and information from TD Wealth.
If you no longer wish to receive our emails, please use the unsubscribe link above.
By clicking Unsubscribe, you will no longer receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via email and/or standard mail .
By clicking Submit, you agree to receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via e-mail and/or standard mail from based on the information you provided. If you wish to unsubscribe at any time, you can use the Unsubscribe Form on this page or the Unsubscribe link in any email communication received from .