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Senior Investment Advisor
Working together to help you achieve what truly matters to you
At Del Greco Wealth Management, we believe that an open and ongoing dialogue is key to the success of every relationship. Before we propose any solution or make any recommendation, we will hold in-depth discussions with you and, if you wish, your family members and your other professional advisors.
At the beginning of our relationship, these discussions allow us to gain a thorough understanding of not just your immediate financial goals, but also the long-term aspirations that you and your family share. In addition, our conversations are an opportunity for you to learn about how we work and what you can expect from us.
Investment strategies that help to guard your assets from economic, political and investment risk must be combined with an approach that considers the possibility of unexpected health issues, the impact of tax, the future of your business, your transition to retirement, and your family’s legacy.
Del Greco Wealth Management have developed a proven wealth management process designed to simplify the complex set of decisions with delivery of relevant, pro-active investment advice that you face when developing a comprehensive wealth management strategy.
At Del Greco Wealth Management, we are committed to providing trusted advice you can rely on
~ Kathryn Del Greco, Senior Investment Advisor
Kathryn has been providing comprehensive wealth management advice to families since 1987. She uses her extensive wealth and investment management expertise to create customized solutions for the families and individuals that she works with.
Kathryn is committed to providing superior customer service and the delivery of relevant, pro-active investment advice. She has completed the Canadian Securities Institute’s most prestigious investment program and attained the designation of Certified International Wealth Manager, this designation is an elite industry standard that ensures designation holders have the advanced wealth management skills necessary to advise high-net-worth clients about their complex financial life. This accreditation allows her to employ a holistic approach regarding your unique financial situation which encompasses not only your investments, but also estate planning needs, tax minimization strategies as well as philanthropic goals and other wealth considerations.
In addition she has been recognized with distinction of Fellow of the Canadian Securities Institute(FCSI®). The FCSI® designation is based on the fundamental ethical principles of trust, integrity, justice, fairness and honesty and is reserved for financial professionals like Kathryn, who have met the most exact standards for ethical behaviour, high degree of professionalism, continuing education as well as endorsements from peers and superiors.
Since 2003, Kathryn is one of several individuals who have been entrusted with the role of media spokesperson for TD Wealth Private Investment Advice and is a frequent guest on BNN, CP 24/City TV, Global News as well as CTV's Canada AM and NewsNet. She is also often quoted in various newspapers such as the Globe & Mail and the Financial Post as well as many publications across Canada.
Outside of the office, Her enjoyment of golfing and skiing keeps her mind sharp and refreshed.
Fax: (416) 308-6958
Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.