Joseph Pace
Phone
Office Location
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.
Phone
Fax
(905) 815-2324
Languages
English
Education
University of Toronto

Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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