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Mark Wrobel

Portfolio ManagerVice President

  • CIM®
  • FCSI®

"Working together to help you achieve what truly matters to you"

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At the Wrobel Wealth Advisory Group, our practice uniquely focuses on helping “peak earners” and retirees effectively and efficiently plan for their future.  Our deliberate, consultative and respectful approach to your Wealth is driven by a deep understanding of you and your financial needs.  Our goal is to ensure you meet these needs in the most cost and tax efficient manner possible so you can keep more.

As a client of the group, Mark and his team have the expertise to assist you with:

  • Customized portfolio design and asset allocation
    • Make sure your portfolio is a reflection of your needs
  • Tax efficient income generation
    • Keep more for yourself
  • Tax minimization strategies
    • Pay less to CRA
  • Comprehensive Estate planning strategies to help preserve your Wealth including:
    • Trust Services:  Protect your estate and your heirs from undue taxes and unforeseen events
    • Will Review Service: Ensure your heirs get what you want them to get
    • Insurance Strategies: Reduce estate taxes so your heirs keep more
    • Charitable Giving Strategies:  Fund your most important causes tax efficiently
  • Family business transitioning 
    • Make sure your family's needs are considered no matter who’s in charge
  • Executive Stock Monetization
    • Diversify your assets to help you to reduce risk

Our client base is built on referrals.  Our success is based on an unyielding commitment to integrity and transparency, coupled with an unparalleled dedication to best-in-class advice and service.

Whether you are just thinking ahead, have had a significant life event, or are simply yearning for a more tailored approach to your wealth, call or email us today for a second opinion so that we can help you to preserve and build upon your financial future.

Wrobel Wealth Advisory Group WWAG 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.

ADDITIONAL CONTACT

Toll Free: (888) 576-4447
Fax: (416) 308-6958
Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958

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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