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Joseph Pace

Investment Advisor

Working together to help you achieve what truly matters to you

                                        The most powerful force in the
                                        universe is compound interest.
                                                                 -Albert Einstein
  

Very simply, wealth management is the process of identifying what is important to you financially, and then developing a strategy to meet your needs and expectations.  This process can take several different paths, but our efforts are largely focused on developing strategies to help you:

  • Protect the value of your investments, especially in today’s uncertain environment
     
  • Take advantage of opportunities to grow your portfolio
     
  • Generate the income you need in your retirement
     
  • Reduce the impact of taxes on your estate

Through our strict discipline, we use an investment approach that strikes the most attractive balance between achieving superior returns and managing downside risk.  We employ a time-tested institutional approach to successfully navigate the world's volatile financial markets.

ADDITIONAL CONTACT

Toll Free: (888) 815-1663
Fax: (905) 815-2324
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324

LANGUAGES

English

EDUCATION

University of Toronto

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.

Money Talk

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Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

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.

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