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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, Italian

EDUCATION

University of Toronto

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    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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    You have questions, I have answers. Let's have a quick chat.

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    Monthly Perspectives June 2018

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