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I have been working for TD for over 19 years helping clients manage their investment needs. I work with individuals, families, and organizations with considerable investable assets and wide-ranging, often complex financial needs. As our clients needs change and evolve over time, so do the services and solutions we offer. Whether you are building your career or business, or shifting into retirement, our insightful counsel, disciplined planning and effective risk management help make you more confident in your decisions, and more focused on your future.
I hold a Masters of Business Administration in Financial Services from Dalhousie University in collaboration with the Canadian Securities Institute. I also have an Honors Bachelor of Business Administration from Brock University. I have successfully completed the following financial services designations: Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and Certified Retirement Specialist.
My wife Trish and I are kept busy with 3 active children. I'm currently a volunteer hockey coach on 2 hockey teams for St. Catharines CYO Minor Hockey. I sat on the Board of Directors for Family and Children's Services Niagara (FACS) for 8 years between 2007-2016. As an alumnus of Brock University I was a mentor in the Brock-TD Canada Trust mentorship program between 2006-2012. In 2011 and 2012 I taught a 3rd year course in Personal Financial Planning in Brock University's faculty of Business.
A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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.
John Cerio
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team 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.
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. Our 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.
Orlando Consoli
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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.
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Beyond stocks and bonds: Diversify with alternative investments
Higher market volatility has sparked investor interest in alternative investments like private debt, infrastructure and commercial real estate which could reduce risk in their portfolio. Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management weighs in.
Early Inheritance for your kids
Pierre Letourneau, High Net Worth Planner at TD Wealth offers some tips on how to gift money to your children.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives | Achtung 2020
It’s hard to forget the optimism of the mid-1990s. Remember Clinton and his saxophone? The birth of the new economy?
Six Ways to Manage Stress and Stay Healthy
Sometimes life throws you for a loop and you have little-to-no control over what happens.
The 2020 Money Makeover
If you want to kick off the new year with a bright financial outlook, why not give yourself a clean slate and fix any money problems you might have?
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