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Mario Barbaro

Investment AdvisorPortfolio ManagerVice President

  • CFP®
  • CIM®
  • FCSI®

Working together to help you achieve what truly matters to you

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Our Principles…

We are a team dedicated to helping you achieve your wealth management and financial needs by providing an individually tailored investment approach, seamlessly integrated into your lifestyle. With our "client first" philosophy, our approach is Simple, Cohesive and Professional.
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How we help you succeed…

Through credible advice and clear direction, we provide cost-efficient investment portfolio construction along with comprehensive wealth management & financial planning to help you achieve your unique goals and needs. We understand how important it is to be there for you along the way, working together to help build financial stability and making alterations when needed. Our plan is customized and tailored to you.

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Our Discovery Process…

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.

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Our Investment Philosophy...

Our mandate is to help you preserve and grow your wealth through our tailored investment solutions. Our portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us ensure strong and stable growth of your assets in a wide range of market conditions.
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ADDITIONAL CONTACT

Fax: (416) 307-6680
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

LANGUAGES

English

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.

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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.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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