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Achieving your financial goals isn't a box to check on a list, it's a life-long process.
Being smart with your money means being able to live well, to retire confidently, and to transfer your wealth to the next generation. It means collaborating with a team of well-qualified professionals, who will conduct a searching analysis, apply their expertise, and develop a thorough understanding of your position and your potential. Only then can we feel confident in crafting a comfortable plan together, that considers all of the aspects of your family's present, in order to shape its successful future. That is why we maintain that our ultimate role is to help you to achieve your financial goals.
The Approach to our process begins by first asking the right questions about you and your family so that we can understand where you are today financially. Second, we want to understand what your goals are for the future. Third, we perform a thorough analysis so that we can provide you with an objective assessment of your goals and confirm which ones are the most achievable. Are they all realistic? What are your priorities? The next step is to explore what actions we need take to realize those goals successfully, and to ask you how your feel about those actions.
The most cost-efficient and high-value way to invest means that we are dedicated to respecting your money. To achieve that, we follow these principles:
Helping you with more than your money. Our approach to wealth management is a holistic one. We know that requires a disciplined and process oriented approach not just to investing, but also to: planning your retirement planning, managing your risk outside of the portfolio, transferring your wealth to the next generation, and avoiding "death taxes" through effective planning, and ensuring that your Will and Powers of Attorney are up to date.
Long-term diversified investment strategies that are built through a process of planning and research are at the core of being smart with your money.
Making sure you Keep on track is vital to any financial plan. Through regular and meaningful communication are we able to support you in your effort to maintain the plan. Regular reporting, in depth check-ins and comprehensive annual reviews where you contribute to a three-part agenda are an important part of the process that we use to give your the best chance of achieving your financial goals. We examine life changes, your opinions of our service to you, and your satisfaction with your investments. We then update your plan and service requirements, where necessary.
Seeking professional advice will enable you to succeed in rising above the noise and misinformation that inundates investors and markets. Although I enjoy serving a diverse clientele of families who benefit from broad experience and a strategic approach to wealth management, I also enjoy advising small and medium businesses, educational institutions, and the foundations which support them. The lessons I learn from my clients are important to me, and I apply them to everyone's benefit, where possible.
My career began over 30 years ago on the bond desk of a major dealer, and over time, I eventually made my way to pension services at another firm. Almost 20 years ago, I joined TD Asset Management and eventually led a team of Investment Specialists. In 2003 and 2004, TD gave me leave to serve with the Canadian Army in Afghanistan (I was a Major in the active Army Reserve, and finished with 42 years of service in Canada and many parts of the world). After service in Afghanistan, I came back to TD and made my way back to the role of Investment Advisor, which I thoroughly enjoy!
In addition to my various financial designations, I hold a degree in Latin American Studies with a concentration in Developmental Economics (B.A.) from University of Toronto, and a Master of Laws (LL.M.) in Commercial Law - litigation, which I earned in England. I have also graduated from U of T with programmes in Business, Human Resources Management, and Alternate Dispute Resolution, and from the United Nations OCHA programme conducted in Buenos Aires by the UN. My ongoing involvement in the University of Toronto has included serving on Governing Council, where I was the Vice-Chair of the University Affairs Board, and Chaired the Boundless Campaign for Woodsworth College. I also served for many years in the role of Board Member and Treasurer for Academics Without Borders, St. John Ambulance Council For Ontario and have been involved in the governance of many other organizations.
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.
With over 20 years of experience in the financial services industry, John Stewart’s history of international service and service to his community have given him a valuable perspective in his current role. Together with a team of resourceful professionals, he helps individuals, families and foundations to express their deeper values through wealth strategy.
John is a decorated veteran of the Canadian and British armies. In his 40+ years in the Canadian Regular and Reserve forces, he has travelled all around the world, including Europe, Latin America and Afghanistan, has held multiple leadership roles and has been awarded numerous honours. John’s diverse background and significant world travels give him a unique global perspective that helps him in managing truly global portfolios.
John is also highly educated in his field. He holds a degree in Latin American Studies from the University of Toronto in addition to a Master’s degree in Commercial Law from the University of Northumbria in Newcastle, UK, and a number of financial designations. These include Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®). His experience in governance and trustee roles, having served as a Governor of the University of Toronto and a trustee with various charitable foundations, provides him additional insight into the challenges and opportunities of charitable giving.
Irina is a graduate of the Schulich School of Business at York University, and has a background in finance and accounting. With over nine years of experience in the banking and investment industry in both client facing and operational roles, she brings considerable knowledge and a much-valued perspective to the team. Irina has worked alongside both TD Financial Planners and Investment Advisors and is dedicated to excelling in customer service. She has completed the Canadian Securities Course, the Conduct and Practices Handbook course, and is qualified in Derivatives Fundamentals and Options. Irina is licensed as a Registered Representative.
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.
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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.
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..
Jonathan Clare
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.
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/john.stewart
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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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