Nouri Wafaei

Nouri Wafaei

Investment Advisor

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(905) 707-1747

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8. map

On a constant pursuit to help clients achieve their financial and life goals. Through an unrelenting passion to assist others, coupled with an obsession to wealth management, I work to strategize and assist with your holistic wealth plan. Whether your concerns revolve around investments, insurance, estate planning, pensions, taxation, wills, and more, working with a professional investment advisor and team of TD professionals may be the first step to achieving your vision of success.

The world of investment management can be complex. Utilizing an unbiased and disciplined investment management approach, we tackle all areas pertaining to your financial mosaic. Having a helping hand when navigating the plethora of financial paths can ensure you are able to achieve the things you want and take care of the people that matter most to you. My objective is to make you feel understood, confident, and comfortable in where you are today, but more importantly, where you will be tomorrow.

As a financial bookworm, you can likely find me curling up with some coffee and enjoying the latest Financial and Investment related newspaper. I take pride in advancing my knowledge and expertise to better service my clients. Furthermore, I love to play ice hockey, golf, and travel.

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

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

Want to become your own boss? Here’s a self-employment starter kit

Article

Want to become your own boss? Here’s a self-employment starter kit

After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.

PDF

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

PDF

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Article

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

Article

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.