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Mission
A "Life Well Lived"
Helping high-net worth families achieve financial confidence, make good decisions, reduce stress and bring a sense of order and control in their world!
Core Values
Understanding clients: We provide a humanized and personal service recognizing each client's uniqueness.
Respect and Integrity: Trust and confidentiality are cornerstones of our relationship.
Accessibility and communication: We stay in touch and available in good and difficult times and we respond to calls or emails in timely fashion. We employ a straightforward, easy to understand approach. We provide clients with effective summary meeting notes to capture key decisions and outline action items.
Problem solving: We believe that our ability to go the extra mile, find solutions, and tap into our extended network of sources has set us apart.
Competence: We balance risk and managing market volatility while helping clients achieve their stated financial and life goals.
Education and experience: Our team has extensive expertise in Portfolio Management, Financial Planning, Trust and Estate Planning Strategies. Our extended network of TD Specialists has expertise in areas of Law, Accounting, Insurance, Business Succession Planning, Philanthropic Services and Estate Planning.
Our Clients
We work with affluent professionals, business owners, and retirees living their life with purpose, who appreciate the confidence and clarity that our team strives to provide.
Services for Her: We fully appreciate the specific challenges women face and we strive to remove some of the barriers holding women to reach for financial advice.
Your Lead Advisor
Rocsana brings breadth of industry experience since 2002. She is a Senior Investment Advisor and a member of TD Wealth for Women Champions Group. Previously, she held the Senior Financial Planner role with TD Wealth Financial Planning.
In her spare time, you can find Rocsana exploring the big outdoors with her husband, cheering for her teenage daughter and son at sport competitions or reading a financial book.
Our Approach
Wealth Planning: We start by taking the time to really get to know you and discover what truly matters to you. From there, we'll work together to build a tailored wealth plan that fully reflects your needs and will help you achieve your personal vision of success. This is the foundation that will drive your unique investment portfolio.
Your Wealth Personality: Your investment success can't be understood with just a set of numbers. Understanding the influence of psychology on your financial behaviour helps us deliver relevant advice to help you achieve your goals.
Investment Management: Portfolio management begins and ends with a well-defined investment philosophy, a determined portfolio construction process and a robust commitment to risk management.
Our portfolios are managed based on client's goals and objectives and leverage TD Wealth Asset Allocation and Implementation Committees expertise.
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.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Alex Lee
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.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Dale Durand
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Paul Badham
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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.
advisors.td.com/rocsana.filip
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.
Money Talk
Cut out the noise. Hear what matters. Watch our top story now
Money Talk Life
Life: your family, money, job, home -- we help you connect the dots.
Planning a winning RRIF strategy
If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.
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.
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