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Joe Galeano

Investment Advisor

  • CIM®
  • CFP®
  • FCSI®

Working together to help you achieve what truly matters to you

Joe believes that long-term relationships with clients must be earned; and that starts by listening.  You may have heard this before. The difference is that Joe practices it - not just in the first meeting, but throughout the relationship.  Joe works with his clients in a straightforward manner.  No false promises. No jargon.  No nonsense. He takes the time to ensure that his clients understand how their money is invested and are comfortable that the solutions provided are consistent with their goals, their situation, and their preferences. 

Your financial well-being depends on seeing the "big picture" and making sure that everything fits together. It's not just about how quickly your investments are growing.  It's also about minimizing taxes.  It's about how well protected you and your family are from the uncertainties of the market and from life itself.  That's why Joe is supported by a team of professionals with over 95 years of combined experience in financial services.  Depending of your needs, Joe and his team offer a full suite of financial solutions including investment advice, wealth protection and insurance solutions, estate planning, trust services and charitable giving strategies.  

If you believe your financial well-being deserves more attention, please call or email Joe for a "no obligations" conversation.

ADDITIONAL CONTACT

Toll Free: (866) 994-9299
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049

We're redefining private wealth management.

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.

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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.

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.

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