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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.

Ottawa unveils massive stimulus plans as economic recovery loses momentum

Ottawa released an update on the health of the country’s finances, revising up its projected deficit this year to $382 billion.  Anthony Okolie speaks with Derek Burleton, Deputy Chief Economist, TD Bank, about the magnitude of the deficit and the outlook for economic recovery. 

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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