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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.

Why the Canadian housing boom may not be over

Canadian home sales climbed in September for the first time in 6 months, while prices continued to accelerate. Anthony Okolie speaks with Rishi Sondhi, Economist, TD Bank, about the impact of higher average home prices in the Canadian real estate sector.

Planning for a getaway when you’re ready to travel

After a year and a half of mostly staying put, some Canadians may be planning to re-enter the world of personal travel. When you feel ready to get back on the road or onto an airplane, we’ve got some ideas to help get you there.

TD Economics

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

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

UN’s dire warning on climate change. What are the implications for investors?

A landmark U.N. report delivers its starkest warning yet on climate change, calling it a “code red for humanity”. Anthony Okolie talks with Priti Shokeen, Head of ESG Research and Engagement, TD Asset Management, about the opportunities and risks for investors.

Ask MoneyTalk: How can I protect myself when lending money to my kids?

Many moms and dads lend their children money for their first homes. But parents may actually cause harm to their own financial picture if they fail to plan the loan carefully. Kim Parlee talks to Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, about how you can protect yourself and avoid family rifts.
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