Mirhad Balic

Mirhad Balic

Investment Advisor

B .Econ

B.A.

Tailored solutions in tune with your needs and the needs of those you care about

Phone

Office

(416) 982-2355

Mobile

(647) 284-2924

Office Location

79 Wellington Street West 11th Floor Toronto, ON M5K 1A1. map

I believe wealth should be simplified, that life can be complex enough that you should not be spending time worrying about whether you are on track to achieve your financial goals. Instead you should have a dedicated professional to help you plan for success.

My commitment to my clients is that I will always put my clients first and help ensure your investments are suitable allowing you to spend time with your loved ones. We take the time to understand your family needs before considering any solutions or recommendations for your family.

We strive to choose best-in-class investments and ensure our clients are on track with achieving their goals. We can connect you with a team of TD and external specialists who can assist you in estate planning strategies, tax management, insurance solutions, business succession and charitable giving strategies. 

Our fee-based practice ensures that our recommendations are based on our best, ethically aligned solutions for your unique situation. We believe this puts us firmly on the same side of the table as the families we care for. My practice is run like a family office, leveraging TD's vast resources and strong customer-centric brand.

I hold a B.A. in Economics from the University of Manitoba as well as numerous investment certificates and designations. 

Take the next step. Mirhad offers a complementary second opinion. Get in touch!

Certificates

B .Econ

B.A.

Languages

English

Bosnian

Croatian

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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.

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