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!
Direct: (416)982-2355 | e-mail: Mirhad.Balic@td.com