GET TO KNOW US Noonoo Pinsler Donato Family Wealth Management has worked together for more than 20 years to help our clients succeed.
SERIOUS WEALTH DEMANDS SERIOUS ATTENTION
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:
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.
"It has been my privilege to be a client of the Noonoo Pinsler Donato Family Wealth Management for over 20 years. They have always acted with the utmost of integrity and with total attention to every aspect of my investment portfolio. I look forward to many more years of professional success and friendship with the group."
-Gerald Sheiner, Chairman, Sheiner Group*
RISK INSIGHT AND RETURN POTENTIAL
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.
"The team at Noonoo Pinsler Donato Family Wealth Management did a terrific job understanding our wealth planning goals and needs and provided us with a very thoughtful, in-depth investment solution. In particular, my wife and I were impressed by their ability to explain and present certain of the more complex investment strategies in clear and cogent terms."
-Thomas Davis, Former Counsel, Norton Rose Fulbright*
OUR WEALTH MANAGEMENT FORMULA
Here’s how we manage wealth elements to help our clients achieve what is important to them:
“Noonoo Pinsler Donato Family Wealth Management have been our trusted advisors since 1998. After I sold my transport logistics company, they helped me invest the proceeds in a conservative portfolio, which they manage with a steady hand. Now that my wife and I are retired, we receive a reliable stream of income and they manage all the details. We can’t say enough about the top-notch service we receive. Special thanks to Anna-Maria.”
–Larry and Estelle Boulet, Retirees from Victoria, BC; former residents of Montréal*
CLIENTS ABOVE ALL ELSE
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.
“I have been working with Noonoo Pinsler Donato Family Wealth Management since 2014 and have been impressed with their competence not only with their wise and skillful placement of my money but also their extreme professionalism. They regularly reach out to me and provide insightful information to help improve my financial situation. I have been more than pleased with their service and would highly recommend them.”
- Nicole Laramee, Retiree*
"In my experience, few wealth management groups are as unfailingly professional, courteous and responsive as Noonoo Pinsler Donato Family Wealth Management. They work extremely hard to serve their clients well and provide service and reporting that is precisely tailored to my needs as the leader of a family office."
-Sloan Levett, President, Fuller Landau, Family Office, Toronto*
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.