Rocsana Filip

Rocsana Filip

Senior Investment Advisor

CFP®

TEP

CIM®

Wealth management that evolves as your needs, priorities and circumstances change over time

Phone

Office

(416) 748-7915

Office Location

66 Wellington Street West 36th Floor Toronto, ON M5K 1A2. map

Rocsana brings you a breadth of investment and wealth management experience. Her expertise has evolved over the past decade and now a large focus of her practice is dedicated to high net worth clients who are facing a life changing event such as getting ready to sell a business, planning to retire, going through a divorce or becoming a widow. As a member of TD Wealth for Women Champions Group, she is also passionate about empowering women to make confident financial decisions. 

Rocsana has earned some of the highest professional designations available in the Canadian financial industry, including Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Trust and Estate Practitioner (TEP) and she is a Life Insurance Advisor with TD Wealth Insurance Services.

In her spare time, Rocsana likes to explore the great outdoors with her husband Dinu and their teenage children Sabrina and Anthony. She also enjoys having a cup of coffee with her mother Maria.

Certificates

CFP®

TEP

CIM®

                     Team Mission: A "Life Well Lived"

Helping clients 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 highly personalized 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.

Competent investment management: We believe in a well-defined investment philosophy and a robust commitment to risk management. Our well-diversified portfolios are focused on high quality assets, leaders in their industry with reliable revenues. We are supported in our research by independent resources as well as TD Wealth Investment Office (WIO) and TD Investment Manager Research (IMR) group. 

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.

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.
Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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.

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