Nelson Vallacorba

Nelson Vallacorba

Investment Advisor

CIM®

LL.B.

Our discovery and wealth management approach is driven by what matters most to you

Phone

Office

(514) 695-1100

Mobile

(514) 296-7208

Office Location

6500 Trans-Canada Suite 200 Pointe Claire, QC H9R 0A5. map


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

Toll Free

(866) 373-9611

Fax

(514) 695-8545

Branch Phone

(855) 695-0464

Branch 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:

  • 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.

Understanding

We take the time to understand your needs, dreams and aspirations.

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.

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.

Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Mortgage-free! Making the most of this money milestone

Article

Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

Article

TD Economics

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

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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