Oberman Mangione Family Wealth, Investment Advisor,Markham, ON

TD Wealth Advisory Services Specialists

Through our long-lasting relationships with TD specialists and professionals, we are positioned to provide you with access to specialized advice on virtually every aspect of your financial and wealth planning needs.

Jeff halpern, Business Succession Advisor

Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.

Jo-Anne Ryan, Vice President, Philanthropic Advisory Services

If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. A TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.

Bob Izatt, Estate Planning Advisor

Prior to joining TD, Bob managed the tax and estate planning unit of a large Canadian insurance company where he oversaw a team of accountants and lawyers responsible for developing complex estate plans for high net worth clients of the insurer. Bob works with the clients of TD Wealth to help them achieve their goals and objectives for the orderly and tax efficient distribution of their estates.

Graeme Gordon, Estate Planning Advisor

Your experienced Estate Planning Advisor of the Wealth Advisory Services team at TD will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.

Mindi Banach, Tax and Estate Planner

Mindi is a Tax and Estate Planner with the Wealth Advisory Services team at TD Wealth. She provides clients with holistic and comprehensive estate planning strategies and solutions that seek to optimize the transfer of wealth during a client’s lifetime as well as to future generations. She guides clients through the estate planning process and helps clients understand their various options.

Alex Lee, High Net Worth Planner

Your High Net Worth Planner of the Wealth Advisory Services team at TD will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.

Jennifer Magali, Trust Officer

Your Trust Officer with TD Wealth Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration,Read more content start your Trust Officer supports you in creating a lasting legacy.

TD Wealth Advisory Services Specialists

Jeff halpern, Business Succession Advisor