Pierre Natividad

Pierre Natividad

Senior Investment Advisor

CFP®

FMA

Working together to help you achieve what truly matters to you

Phone

Office

(416) 467-8751

Office Location

66 Wellington Street West 36th Floor Toronto, ON M5K 1A2. map

As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.

With over 18 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP®) designation conferred by FP Canada, and the Financial Management Advisor (FMA) from the Canadian Securities Institute. I also hold my Life Licence Qualification Program (LLQP). 

I collaborate with TD Specialists to assist in:

  • Retirement Planning
  • Investment Management
  • Estate and Legacy Planning Strategies
  • Efficient Tax Strategies
  • Education Planning
  • Fee-Based and Transactional Accounts
  • Business Succession Planning Strategies

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Phone

Toll Free

(833) 917-0381

Branch Phone

(416) 307-6672

Branch Fax

(416) 307-6680

Certificates

CFP®

FMA

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in. 

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve. 
 
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage. 
 
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it. 
 
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth. 

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you. 

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you. 

We summarize our understanding of your financial priorities and needs to make sure you're in agreement. 

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority. 

We rely on the depth of each planning session to ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to ensure seamless execution in each area of your financial plan. 
 
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life. 

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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