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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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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