GET TO KNOW US
Noonoo Pinsler Donato Family Wealth Management has worked together for more than 20 years to help our clients succeed.
Featured from left to right: Dana Matarasso, Client Service Associate, TD Wealth Private Investment Advice, TDW PIA, Michael Abdoo, Associate Investment Advisor, TDW PIA, Camelia Hoaghia, Administrative Associate, TDW PIA, Anna Maria Guido, Client Service Associate, TDW PIA, Louis Saleh, Associate Investment Advisor, TDW PIA, Annie Boivin, Vice-President, Tax and Estate Planning, Wealth Advisory Services, Chris Donato, Portfolio Manager, Investment Advisor, TDW PIA, Clifford Noonoo, Senior Vice President, Investment Advisor, TDW PIA, Jonathan R. Pinsler, Senior Vice President, Portfolio Manager, Investment Advisor, TDW PIA, Annie Belanger, Vice-President and Estate Planning Advisor, TD Wealth Insurance Services, Maria Villacci, Client Service Associate, TDW PIA, Estevan Carvajal, Associate Investment Advisor, TDW PIA, Tanya Perone, Client Service Associate, TDW PIA, Yannick Brisebois, Wealth Advisor, TD Wealth Private Wealth Management, Francesca Accardi, Client Service Associate, TDW PIA, Teresa Malowany, Market Manager, Wealth Advisory Services
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.
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.
OUR WEALTH MANAGEMENT FORMULA
Here’s how we manage wealth elements to help our clients achieve what is important to them:
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.
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.
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