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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 commitment to you…

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


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 services*…

We offer a range of resources and services to help you reach your goals:

  • Investment & Portfolio Management
  • Retirement Planning
  • Will & Estate Planning
  • Education Funding
  • Credit & Banking Management
  • Insurance Based Solutions
  • Business Succession Planning
  • Tax Management
  • Charitable Giving
*In collaboration with other TD Specialists

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About our Fees...

Our Fee structure is completely transparent aligned with the success of your portfolio. We charge a percentage of clients' assets under consideration for our full service wealth management approach. Our main focus centers on long-term goals, without worrying about the costs per trade.


About Mario...

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.

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ADDITIONAL CONTACT

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

LANGUAGES

English, Italian

Uncover what drives your decisions with TD Wealth...

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.

    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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