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Working closely with you, we will pull all the pieces of your financial life together into an integrated wealth strategy that thoughtfully considers risks and opportunities as they apply to your unique lifestyle goals, personal circumstances and family dynamics.
Our process is designed to help you adapt to the inevitability of change.
Markets move, lives change, priorities shift. By leaning on our time-tested process and using your goals as our guide, we can deliver the objective advice you need to successfully navigate uncertain times.
Here for you
If you are looking for a long-term advisory relationship based on trust, integrity and shared purpose, please contact us to schedule a meeting.
Cardone Wealth Management Group 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.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Remo is the founder and lead advisor of the Cardone Wealth Management Group. With more than 20 years of experience in financial services, he and his team strive to serve the needs of affluent families with the highest standards of integrity and transparency. Drawing on the support of the broader TD Wealth team, Remo acts as a Family CFO, helping to simplify the complexities of his clients’ financial lives. Remo graduated from the University of Calgary and holds the following designations: Fellow of the Canadian Securities Institute (FCSI®️), Certified Investment Manager (CIM®️) and Certified Financial Planner (CFP®️). In today’s fast-paced world, Remo believes in ongoing professional development and continues to complete professional courses offered by the Canadian Securities Institute. He is well-positioned to understand the unique needs of high-net-worth families and is committed to building long-term relationships based on trust and exceptional client service.
Outside of the office, Remo enjoys spending time with his wife and three children, hiking in the mountains, biking, and fly-fishing. An active and engaged member of his local community, Remo has coached football and hockey for over 25 years, is a director on two local community scholarship boards, and has volunteered with the Canadian Cancer Society.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Chris Gandhu
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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