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PVT Private Wealth

Working together to help you achieve what truly matters to you

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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:
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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 professionals who are committed to truly understanding yours goals and creating a tailored Wealth plan to help you achieve them.

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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.

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PVT Private Wealth 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.

ADDITIONAL CONTACT

Toll Free: (844) 764-4496
Branch Office: (416) 944-8762
Branch Fax: (416) 929-2151

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

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Meet The Team

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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.

As the global vaccine rollout picks up, is the path to recovery near?

As countries race to vaccinate their populations, new COVID-19 variants and vaccine supply concerns are undermining efforts to tackle the pandemic. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about where countries stand in their vaccination efforts.

Day trading, taxes and the CRA: What you should know

Many people found the time in the past year to trade stocks more frequently at home. Unfortunately, day traders may face a bigger tax bill if they meet certain CRA criteria. Kim Parlee speaks with Georgia Swan, a Tax and Estate Planner with TD Wealth, about what investors should be wary of.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Bracing for a debt tsunami: Ottawa navigates the pandemic-spending tide

Canada’s fiscal response to the COVID-19 pandemic has gone a long way in reducing the economic fallout. But it comes with a massive price tag. Anthony Okolie speaks with Omar Abdelrahman, Economist, TD Bank Group, about what we can expect in the upcoming 2021-22 Federal Budget.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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