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Noonoo Pinsler Donato Family Wealth Management



Get to know us

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Noonoo Pinsler Donato Family Wealth Management has worked together for more than 20 years to help our clients succeed.



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Podcasts and Presentations
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We’re Clifford Noonoo, Jonathan Pinsler and Christopher Donato and we have been proving that three heads are better than one for more than 20 years. We are united in a mission to give clients more attention and better service than they can get anywhere else. Noonoo Pinsler Donato Family Wealth Management is one of the largest advisory groups at TD Wealth Private Investment Advice and is entrusted with almost $2 billion in assets under management. 

We align each affluent investor’s goals, risk profile and investment strategy to help them address five of their key concerns:

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We listen to clients to understand what they want to accomplish with their money and what makes them nervous. Inevitably, our objective is to gain their confidence and trust, which we hope will grow over time.

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Risk insight and return potential 
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THAT WAS THEN: Traditional portfolio construction models served investors well in the rear-view mirror despite sharing many of the same risk characteristics.

THIS IS NOW: We need to assess risk factors more astutely.
 
OUR SOLUTION: Our approach follows a rigorous, institutional-style model that helps us to mitigate market conditions and volatility, combined with our time-tested approach. We formulate a collective view on each asset class, including expected risk-adjusted returns. This informs the customized creation of each client’s portfolio, carefully ensuring each risk factor is met.

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OUR WEALTH MANAGEMENT FORMULA  
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Here’s how we manage wealth elements to help our clients achieve what is important to them:

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Clients above all else
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We are committed to ensuring that our actions are aligned with our clients’ best interests. We deliver objective advice, without bias to any products or platforms – our only agenda is your success.

Our large team is fully staffed to deliver boutique-calibre attention. For over 20 years, we have listened to clients to better understand what they want their money to do and what keeps them up at night. This learning has helped us perfect the way we would work with you. We believe that it is our greatest strength — giving clients the attention they want and need.

To us, placing clients first just makes sense. When people have questions, we respond at their convenience, not ours. We don’t hide behind voicemail or assistants, so we’re there when they need us. And when they want to be involved we keep them involved, by spending time with them on the phone, at our office, or even at their home. In our world, you can never be too attentive. We strive to proactively communicate market turbulence and opportunity. 

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Recent Events
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On February 6th, our team hosted an event at the Four Seasons with special guest, Chuck Wachendorfer, President of Think2Perform Consultants. During the event, we had a number of great discussions, including several focused on the notion of value reflection and how to make better, more rational decisions in business. While reflecting on values won't necessarily make you smarter, it may result in better decision making by helping keep your emotions in check.

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Noonoo Pinsler Donato Family Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

*Click here for important disclosures.

ADDITIONAL CONTACT

Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What can I do now to protect my savings from getting taxed?

If you've been saving diligently in your RRSP over the years, you may not realize you have to pay tax — maybe a significant amount — when you retire and withdraw on those savings. Kim Parlee talks to Treva Newton, a Tax and Estate Planner with TD Wealth, about developing a plan for those taxes now, before it's time to draw on your savings.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

5 super cool facts about your TFSA

Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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