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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:

Jonas set for Boston Marathon debut:


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.


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

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Monthly Perspectives June 2018

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Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?