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“Working with you to achieve your financial success with peace of mind.”
What kind of legacy do you wish to build and protect for yourself and your family? The theory of risk and reward suggests that in order to obtain more reward, one must take on more risk. I value the opportunity to partner with individuals and their families to understand what goals and visions they have for their financial future and to understand what their fears are in reaching them.
My practice is focused on assisting individuals through important life transitions. Whether you are facing transition towards retirement or transition resulting from the loss of a loved one or as a result of a separation/divorce or wish to consider options and strategies for transitioning your business, the foundation of what I offer as a trusted advisor is built on a one-on-one relationship, partnership and disciplined approach providing you with personalized solutions that are right for you at every stage of your life.
There are a number of wealth management issues that I consider when working with you and we identify which of those are most important. Here is a sample of a few:
Retirement Planning–
Having a solid retirement strategy and plan is essential to ensure that you lead the retirement lifestyle that you desire.
Personalized Investment Strategy–
The legacy you wish to build and protect is unique to you. I will create a personalized portfolio strategy built exclusively with your objectives and tolerance for risk at the forefront.
Business Planning –
Planning and implementing strategies in the most tax efficient manner to transition your business for succession or protect it from the unexpected is the cornerstone to protecting your wealth.
Estate Planning –
Acquiring wealth during your lifetime and protect it for the next generation or for philanthropic giving can be daunting. I am committed to helping you with your estate and wealth protection needs.
Not-for-profit Organizations and Foundations - Partnering with you to meet your investment objectives and fiduciary responsibilities as your trusted Investment Advisor, I assist in meeting your organization's and Board of Director's governance obligations.
In addition to my experience as a Chartered Professional Accountant with over 20 years of experience, I aso work with a team of specialists at TD Wealth Private Investment Advice. Together, we are dedicated to providing you with the best possible experience in reaching your wealth goals.
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.
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.
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.
advisors.td.com/patricia.greco
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