Kassem Saadedine supports the design and execution of the team’s strategic investing and integrated financial services. He also works alongside Lance to provide day-to-day support for client accounts. Prior to joining TD Wealth in January 2014 as a Client Service Associate, Kassem worked in relationship management with American Express, building relationships with business owners across Canada. A graduate of Fanshawe College, he has a Business Finance Diploma.
Kassem enjoys spending time with his wife Miri Hawil, a nurse at Victoria Hospital, and walking their chihuahua at The Fanshawe Conservation. He also plays volleyball, both indoor and outdoor.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.