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Omar Hafez

Portfolio ManagerInvestment AdvisorCertified Retirement Specialist

  • CFP®
  • CIM®

"Working together to help you achieve what truly matters to you"

As an Investment Advisor at TD Wealth, I believe the cornerstone of wealth planning is recognizing that everyone’s economic and life situation is unique. 

By working with me, clients receive custom-tailored advice and service that is geared to their specific needs.   Built on a strong foundation of trust and ongoing communication, we work closely with individuals, families and corporations, to gain a full understanding of their goals.  We address such needs as financial and retirement planning, wealth protection solutions, estate planning, as well as charitable giving strategies.

I am a Certified Financial Planner (CFP), hold the Chartered Investment Manager (CIM) designation, and I am also a Certified Retirement Specialist.  

Outside of the office, I am an avid runner and compete regularly in various marathon and cycling races, and also volunteer as a guide runner for the visually impaired with Achilles Canada.

Contact me today to discuss how we can work together.

Omar in the community:
Blind runner prepares to tackle Boston Marathon: 
http://www.cbc.ca/news/canada/toronto/story/2013/04/12/toronto-blind-runner.html

Jonas set for Boston Marathon debut:
http://www.insidetoronto.com/news-story/2524454-blind-runner-maya-jonas-competes-in-boston-marathon/

ADDITIONAL CONTACT

Toll Free: (800) 563-5095
Fax: (416) 307-6680
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

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.

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

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