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Rocco Cacciacarro is a graduate of the University of Western Ontario (Hons. B.A.) and has over 14 years of investment experience with various leading financial institutions. Rocco has earned numerous industry designations, such as the prestigious Canadian Investment Manager (CIM) and Derivatives Market Specialist (DMS). Presently, Rocco is a proud member of TD Wealth Private Investment Advice, providing wealth planning, investment and insurance advice, strategic wealth management and estate planning services for numerous individuals and families alike, from the very wealthy, to those who aspire to be so.
Rocco’s approach to personalized client service emphasizes risk mitigation and strategic asset allocation for and within his clients’ portfolios. In particular, he specializes in designing, monitoring and actively managing client portfolios to ensure that client objectives are met at all times. Using a defined and disciplined process, Rocco’s objective is to build long term relationships with his clients and their families to better understand each client’s investment goals and risk tolerance. This involves working with his clients to determine and implement investment, retirement and estate planning solutions manifested in a customized and unique Investment and Wealth Policy Statement to reflect the particular needs of each client and family.
There are five (5) portfolio strategies that Rocco can customize for clients:
1.) Income & Capital Preservation Portfolio: GIC's & Government Bonds.
2.) Income Portfolio: Corporate Bonds, Preferred Shares, Principle Protected Notes, Real Estate Investment Trusts (REIT's) and Income Funds.
3.) Growth Portfolio: Stocks, Mutual Funds and ETF's.
4.) Enhanced Growth Portfolio: Covered call strategies and cash-secured put combinations (options trading).
Regardless of one’s risk tolerance, income level or investment objectives, Rocco is happy to meet with each existing client and all new referrals to discuss portfolio needs and design investment solutions to meet and exceed objectives. Rocco promises a superior client-advisor relationship and experience with a promise to respond to all telephone calls and emails, including questions and concerns clients may have after-hours.
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
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.
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.
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.
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 Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
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.
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