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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.

REQUEST AN APPOINTMENT

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

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.

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Emerging market tech stocks could be set to outperform in 2021 and beyond thanks to higher growth prospects. Anthony Okolie speaks with Christian Medeiros, Associate Portfolio Manager, TD Asset Management, about key secular trends in emerging market technology.

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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.

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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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