Understanding
We take the time to understand your needs, dreams and aspirations.
Nelson Vallacorba
RESP Checklist: What Parents Need To Know From Birth To Graduation
Learn More
Nelson Vallacorba
Investment Advisor
CIM®
LL.B.
Our discovery and wealth management approach is driven by what matters most to you
Phone
Office Location
Nelson Vallacorba is a Senior Investment Advisor at TD Wealth, Private Investment Advice. He has been in the industry for more than 20 years. Before becoming an advisor, Nelson was Director, Eastern Canada for TD Asset Management. Nelson has a passion for the investment industry and the clients that he works with. He is often recognized by his clients for his hard work and structured process. He works primarily with professionals and both pre-retirees and retired individuals. Finally, Nelson works with his clients to prepare customized wealth programs that address what matters most to his clients and their families with an emphasis on reducing risk in all its aspects.
Nelson is also qualified to provide his clients with complete investment solutions and holds the designation of Chartered Investment Manager.
Married for over 20 years, Nelson is a father of 2 children and speaks four languages. He often volunteers to promote financial literacy among students and the elderly.
Phone
Fax
(514) 695-8545
Certificates
CIM®
LL.B.
Languages
English
French
Portuguese
Education
Community Involvement
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:
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
Understanding you
We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.
Confirmation
We summarize our understanding of your financial priorities to make sure you're in agreement.
Determine Solutions
Our team works together to develop a personal strategy that is designed to help you meet your goals.
Present Solutions
We present your strategy to you for discussion and approval.
Implement Solutions
We work with you to put your strategy into action.
Ongoing Management and Review
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
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.
Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
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.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Let's talk money: A practical guide for families
Article
Let's talk money: A practical guide for families
From timing and tone to setting the stage — here's how to make money conversations a little less awkward.
3 factors to consider when renewing your mortgage
Article
3 factors to consider when renewing your mortgage
For high-net-worth borrowers, mortgage renewal may be less about affordability and more about strategy.
The giving shift: Canadian women leading a new philanthropic era
Article
The giving shift: Canadian women leading a new philanthropic era
The giving power of women is growing by leaps and bounds — Canadian women are giving nearly 3x more than they were a generation ago.