At TD Wealth, our advisors will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. As your needs and priorities evolve, your wealth strategy will evolve with you. Through regular contact, we will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time and that your investment portfolio is aligned to your vision of success.
Our advisors will help you preserve and grow your wealth through tailored investment solutions specific to your needs. At TD Wealth Private Investment Advice, our portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps ensure strong and stable growth of your assets in a wide range of market conditions.
Leading a team of Professional advisors, I look forward to the opportunity of introducing you to an investment advisor best suited towards managing your own unique goals and objectives.
For over 20 years, Robert has been active in the financial industry advising clients, helping them to build and protect wealth, and helping them to achieve what truly matters most to them. Since joining TD Wealth Private Investment Advice in 2011, Robert has held the roles of Investment Advisor and later Branch Manager as well as being involved in strategic projects for the firm.
Robert graduated with an Honours Bachelor of Commerce Degree from the University of Guelph and is also licensed as Life Insurance Advisor with TD Wealth Insurance Services.
Robert lives in Ajax with his wife Valerie and his three daughters Lauren, Paige and Emily. He is thrilled his professional activities are in a community where he and his family live, a community that he knows well and always looking for opportunities to increase his contribution.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.