Josh Kravetsky, Investment Advisor,Winnipeg, MB | TD Wealth

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I believe that each client's goals and tax situations are truly unique, and that wealth advice is not one size fits all. Very often, I find affluent investors have not taken full advantage of tax efficient investment strategies available to high net worth families. Many times their plans do not consider income splitting and generational transition strategies. My team and I offer relevant wealth advice as it relates to your specific situation, so that we can help you protect and grow your wealth in a tax efficient way. We strive to provide ongoing support to help you make the best decisions for retirement planning, pension decisions, sale of a business, farm or real estate holding.

Ongoing review and adjustments to your portfolio is critical for success in an ever-changing world. Investment recommendations are made to clients, using the most up to date information from the analyst team in TD's Wealth's research department. Using this expertise, a well-diversified portfolio for today's political, economic, tax and interest rate environment is created and adjusted regularly.

For clients with specialized needs due to complex estates, business succession planning requirements, corporate investments, and philanthropic tax planning needs; additional TD Specialists can be made available to assist.

ADDITIONAL CONTACT

Branch Office: (204) 988-2748
Branch Fax: (204) 988-2757

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.

Meet The Team

Client Service Associate

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

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