Roman Bartko, Investment Advisor,Toronto, ON

Phone

Office

Office Location

66 Wellington St W., 29th floor Toronto, ON M5K 1A2. map

Roman Bartko has spent the last 25 years at TD Wealth, helping high net worth clients achieve their financial goals.

After graduating from the University of Toronto with degrees in Commerce and Economics, Roman earned several of the highest professional designations available in the Canadian financial industry, including Certified Financial Planner (CFP®) and Certified Executor Advisor (CEA). He is also a Life Insurance Advisor with TD Wealth Insurance Services.

As wealth grows, so does complexity - especially when time is limited. That's why working with a highly connected and experienced advisory team can give you the confidence that your financial strategies are both informed and personalized.

Roman offers expertise in :

Turning investments into tax-efficient retirement cash flow
Designing bespoke, tailored investment solutions
Protecting your legacy through insurance, estate, and legacy planning.
Business wealth accumulation and succession planning

* Some services offered in collaboration with TD specialists

Roman lives in Oakville and works from our TD Wealth office in downtown Toronto. He is married, with two children, and together, they enjoy exploring the world through travel.

Certificates

PFP®

CEA

CFP®

Languages

English

Ukrainian

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.

Protecting what matters

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected. To help with that, I've included a few articles below that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Retirement Planning

During the discovery process, we will discuss strategies to help you become retirement-ready by discussing questions like:

How much income is needed for the retirement you aspire to?
How can you save enough to fund your retirement?
How can you improve tax efficiency during retirement?
When should you start taking your government benefits?

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Helping achieve what truly matters to you and your family.

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.