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Jon has over a decade of experience in the finance and banking industry. He was a small business owner and operator developing systems to manage marketable securities. With TDBank Group he advised a book of clients with custom tailored advice for their business as a Small Business Advisor. Jon was also on the options and equities trading desk at TDAmeritrade assisting high net worth clients with investments and complex options strategies.
Now with TDWealth Private Investment Advice Jon develops comprehensive personalized strategies for high net worth individuals, families, and businesses, helping them to protect and grow their wealth. He utilizes a team that has expertise with investment strategies, retirement planning, tax minimization, estate planning, insurance and wealth preservation.
Jon will be helping families realize their dreams for the next 30 years. Let him help yours.
Behavioural Finance Uncover what drives your decisions
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.
Falon joined TD Bank in 2012 as a Customer Service Representative while attending Carleton University. Her curiosity to learn more about banking led her to undertake specialty tasks in the areas of marketing, administration and branch controls. In 2015, Falon moved to London where she continued to hone her skills in marketing and administration as a Customer Relations Coordinator at the TD Westmount branch. Falon joined TD Wealth in 2016, and applies her uniquely creative background, and keen attention to detail to provide seamless client experiences.
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 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.
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.
Sandra Bussey
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.
Patrick Mullin
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/jonathan.ferrara
Investing in the next decade: The future is green
The current geopolitical and policy climate suggests sustainability, and specifically green tech, may be a key investment thesis going forward. Kim Parlee speaks with Marko Papic, Partner and Chief Strategist at Clocktower Group, about the big investment themes in the decade ahead.
Looking for light: Mental health during COVID-19
For many Canadians, this winter will present some unique emotional challenges. If you're struggling, here are a few things to consider.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives | 2020, We Hardly Knew Ye
Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.
5 super cool facts about your TFSA
Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.
The 2021 Money Makeover
Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.
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