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We will take you through a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you.
Mario Barbaro values building client relationships based on trust and integrity by striving to provide focused attention to your wealth considerations. Since joining TD Wealth Private Investment Advice in 2005, Mario has worked with families, professionals, and entrepreneurs toward identifying and achieving their financial goals. He takes a team approach to serving his clients, working with other TD Specialists in the areas of trust and estate planning, banking and credit management, insurance, and business succession planning. Having obtained the Certified Financial Planner (CFP®) and a Chartered Investment Manager (CIM®) designations, Mario can deliver a comprehensive range of Investment & Retirement planning strategies tailored to your unique needs. Mario is also a Life Insurance Advisor with TD Wealth Insurance Services and holds the Fellow of Canadian Securities Institute (FCSI®) designation.
Fax: (416) 307-6680
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.