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Committed to providing Essential, Extensive, Exceptional Service and Solutions
Through deep discovery I will learn what is important to you and create a unique Wealth Plan. With regular reviews and our commitment to providing essential, extensive and exceptional service and solutions, we will work together to help you to achieve your goals. We appreciate you have worked hard to create your wealth and we understand the importance of protecting this and your vision.
At the heart of our relationship is “understanding you”. Relationships are built on trust, and having a level of trust is based on communication, listening, and putting together a unique plan for you. I am committed to developing solutions that are custom tailored to a client’s needs which includes long-term risk-adjusted investment performance. I service:
high-net-worth families,
holding companies,
medium to large business owners and
professional corporations.
At TD Wealth Private Investment Advice I collaborate with other TD specialists, to provide the comprehensive range of expertise that you may need. Together they offer:
If this resonates with you, please feel free to contact me for an appointment.
Corporate Park Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Niagara University - Lewiston, NY, Wharton School of Business, Securities Industry Institute - Philadelphia, PA
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.
Born in Sudbury, Ontario, Linda was raised in the Sonoran Desert, Arizona before returning to Canada and settling in the Niagara Region. Linda has run her own successful business, and was a teacher before finding her true passion in helping clients achieve what truly matters. Linda is a Senior Investment Advisor and is also a Life Insurance Advisor through TD Wealth Insurance Services. However, it is her dedication to providing Essential, Extensive and Exceptional service and solutions to all her clients that stands out. Linda prides herself on ensuring every client is treated as an individual and solutions are tailored to their unique goals and needs. When Linda is not working she enjoys gardening, pets, motorcycling/ATVs, family and being active in the community.
Wendy emigrated to Canada in 2008 from London, England. She joined TD Wealth Private Investment Advice in 2011 as an Administrative Associate and earned her Associate Investment Advisor title in 2018. Wendy is also a Life Insurance Advisor through TD Wealth Insurance Services. It is her passion for client service that has made her such an asset to TD Wealth Private Investment Advice. This, together with her experience and wealth planning skills, makes her a valuable member of the team. When not working Wendy practices mindfulness, enjoys yoga, long walks, reading, meditation and community events.
Brittany's career with TD began in 2019 after having worked over 10 years in a client facing, leadership role. As the manager of that group, she was honoured to help them achieve recognition for stellar client service, performance and inventory management. To this day, Brittany continues to find great joy in providing high-touch, personalized services to clients. On the personal side, she loves spending time with her family. A wonderful husband, an amazing son and four adorable pets (a dog and 3 cats). Her favourite pastimes are knitting, crafting and do-it-yourself projects around the house. Brittany recharges regularly with a hot cup of tea and a good book.
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
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.
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.
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 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.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
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..
Ilan Braude
High Net Worth Planner
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.
John Cerio
Estate Planning Advisor
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.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Matthew Wolch
High Net Worth Planner
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.
Jeff Halpern
Business Succession Advisor
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.
Michael Gardner
Estate Planning Advisor
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.
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.
advisors.td.com/linda.dalbianco
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Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
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