Understanding
We take the time to understand your needs, dreams and aspirations.
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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
Education
Community Involvement
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.
We take the time to understand your needs, dreams and aspirations.
We summarize our understanding of your financial priorities to make sure you're in agreement.
Our team works together to develop a personal strategy that is designed to help you meet your goals.
We present your strategy to you for discussion and approval.
We work with you to put your strategy into action.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
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