Jonathan Fliss
Investment Advisor
Phone
Office Location
We start with a deep understanding of who you are, your values and your vision of success. 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. To create your personal investment and wealth plan, we leverage our broad expertise to fit your unique needs.
Languages
English
Integrated Wealth Services
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:
What To Expect When Working With Us
Behavioural Finance
We are taking understanding your needs, to the next level. By uncovering what drives your investing decisions, we can better avoid actions that may be sabotaging your investments.
Implementing Tax Efficient Strategies
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Leaving a Legacy
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning strategy and trusts to gifting and philanthropy. Our Goal? To help you optimize the transfer of your wealth.
Estate Planning Guide
At TD, we recognize the estate planning process, while extremely important, can feel daunting.
Get prepared with TD.