Skip to main content

Rocsana Filip

Senior Investment Advisor

  • CFP®
  • TEP
  • CIM®

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


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.

Designations: Certified Financial Planner, Chartered Investment Manager, Trust and Estate Practitioner.

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.
Wealth Planning Pic.jpg

  • 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.
Wealth Personality Pic.png

  • 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.

Risk Priority Management pic.png


Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

Additional Information

Women and BF Article_ENG.jpg 


You have questions, I have answers. Let's have a quick chat.

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.

Finding safety in the luxury goods sector

Inflation continues to stay elevated, but higher prices may not be hurting retail sales across the board, says Ben Gossack, portfolio manager, TD Asset Management.  Kim Parlee talks with Ben about how luxury brands and retailers may actually benefit from higher prices.

Return of the Overspender

The holidays are a time for family and joy, but they're also a time when many Canadians tend to rack up credit card bills. This year, high inflation and a possible recession threaten to squeeze our wallets. Here are some tips to help you enjoy the holidays without blowing the budget.

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.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Do you know someone who would benefit from my services?