Roman Bartko
Senior Investment Advisor
CFP®
CEA
PFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
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
CFP®
CEA
PFP®
Languages
English
Ukrainian
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.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Our Clients
We are honoured to serve a diverse group of clients. Below are some segments of clients we serve.
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.
