Meet The Team
Investment Advisor
Investment Advisor
My investment experience spans over a 34 year time period through both the financial planning industry as well as the full service investment industry where I have been an Investment Advisor at TD Wealth Private Investment Advice for over 29 years.
“Financial advice is in the same category as legal or medical advice – there are ethical issues involved that demand professional thoroughness and a concern for individual needs.”
Whether your needs include retirement savings, income or estate planning, wealth management is a long term commitment. I believe that to succeed, you must be able to trust the advice you receive. Trust that is based on performance, service and professionalism. It means delivering carefully researched, objective advice that looks at every opportunity. We help individual clients uncover every opportunity for financial growth and well-being.
Financial Success in Today’s Markets
Financial success and investment wealth are difficult goals in today’s increasingly sophisticated markets. Mitch and his team work with investors on building and management of wealth – providing individual portfolio advice, retirement planning, service and support.
I believe that a relationship of trust is the best basis for success.
Our Philosophy
We believe that each financial decision must be tailored to the individual. Just as there are many different investors, each with their own needs and objectives, so there are many solutions. Your financial objectives must be combined with your needs for income and/or growth and then developed into a personalized investment strategy. Together we can build a plan flexible enough to respond to your short term needs, but disciplined enough to maximize returns over the long term.
Wise advice is the result of superior research and prudent judgement.
Our Recommendations
We always provide a written proposal with recommendations that are based on a careful balance between our own research and reasoning, and your specific financial needs. Through the extensive TD Bank Group network, we can provide access to economic information and forecasts; research analysts, new issues and trading. Monitoring your portfolio and keeping you informed.
Our Commitment
As an Investment Advisor, I am dedicated to providing the highest levels of unbiased investment and retirement advice to our clients. Our service team is educated, active and very discreet. They will strive to consistently offer timely account service and the confidentiality that clients require.
Principal Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Senior Investment Advisor
Senior Investment Advisor
Associate Investment Advisor
CFA
B.Comm.
Aditya has 5+ years of experience working in the accounting, brokerage and wealth management industry. He has completed the Canadian Securities Course (CSC®), Conduct and Practices Handbook Course (CPH®), is Options licensed and is a CFA® charterholder. He is passionate about financial markets, portfolio management and asset allocation strategies.
Client Service Associate
BBA (Hons)
High Net Worth Planner
High Net Worth Planner
As a High Net Worth Planner of the TD Wealth Advisory Services Team, Alicia works collaboratively with TD Advisors to provide their clients with tax and retirement planning to assist them in developing a Wealth Plan. Alicia will work with clients and their tax and legal advisors, as appropriate, to provide comprehensive wealth planning strategies including determining retirement income needs, identifying complex tax and estate planning considerations, planning for private corporations, and creating tax-efficient charitable giving plans.
Alicia holds a Chartered Professional Accountant, Chartered Accountant (CPA, CA) designation from CPA Ontario and a U.S. Chartered Professional Accountant (CPA) designation from the State of Illinois Department of Financial and Professional Regulation. She also holds a Bachelor of Science from McGill University.
Alicia has over 10 years of experience in public accounting at large international and mid-sized national accounting firms. Prior to joining TD, Alicia was a Senior Manager at MNP LLP in Toronto where she specialized in providing Canadian and U.S. tax planning and consulting services to high-net-worth individuals and families with complex cross-border and international tax needs.
Alicia is an experienced professional who looks forward to working with you to help make you and your family's financial goals a reality.
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Tax and Estate Planner
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.
Trust Officer
Trust Officer
Your experienced Trust Officer will provide a full-range of Estate and Trust services including supporting you with Will and Power of Attorney for property (POA) planning needs, when you are interested in appointing a Professional Corporate Executor or Attorney. We will also explain how we can assist you if you are acting in these roles. Our team is focused on building a long lasting relationship with you and your family in order to assist in the management of your financial and estate plans throughout the accumulation, preservation and transition periods. You are the architect of your legacy - we can help with the blueprint.