Skip to main content

Mark Wrobel

Portfolio ManagerVice President

  • CIM®
  • FCSI®

Working together to help you achieve what truly matters to you

WWAG_logo

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?