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As an Investment Advisor at TD Wealth Private Investment Advise in Toronto, my team at PVT Private Wealth have been providing comprehensive wealth management services to clients for over 15 years. As a TD Wealth client, you will have access to a broad range of specialists united by two key traits: specific expertise in meeting the unique needs of affluent clients, and a firm belief in the value of an integrated wealth management strategy. These professionals are specialists in their particular field. We all work together to help you accomplish the goals we've identified through our Life Discover process and documented in your personal wealth strategy. Both my team at PVT Private Wealth and these specialists work with you - and your other professional advisors, when appropriate - to develop comprehensive wealth strategies based on a number of considerations. Among them:
My dedication to exceptional client experiences and innovative Wealth Planning strategies are the foundations of my business. This holistic approach means you are working with an advisor and a team of industry professional who are fully committed to truly understanding yours goals and creating a tailored Wealth plan to achieve them.
Whether it is working with individuals, families, business owners, not-for-profit groups or foundations, PVT Private Wealth has the expertise, experience and resources to help you achieve your wealth management goals.
Please review the brochures attached of PVT Private Wealth's services and 7 step process.
My goal is to lead you to yours!
Peter holds a Bachelor of Commerce from the University of Toronto, a Professional Financial Planning designation and is a Life Insurance Advisor through TD Wealth Insurance Services.
PVT Private Wealth consists of Peter Tsalimopoulos, Vice President & Investment Advisor. PVT Private Wealth is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank.
Toll Free: (844) 764-4496
Branch Office: (416) 944-8762
Branch Fax: (416) 929-2151
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.