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Ronald Stegen

Investment Advisor

  • B Comm.

"Working together to help you achieve what truly matters to you"

Ron is a seasoned veteran of over 23 years in the investment industry, after a successful decade in the local automobile retail sector.  He has built his business by providing high quality advice and  service, and his current clients tell us that they like his friendly, no pressure approach. Ron's investment style is classically simple:  listen to the client and determine the investment objectives and risk tolerance, and then implement an easy to follow, conservative strategy to reach those goals.  By working with other TD Specialists, you'll also find him to be particularly helpful in Tax Minimization and Estate Planning strategies.

 Ron is a life-long Dartmouthian, the proud father of two daughters, loves to cycle and be active, and has been very involved in many community endeavors over the years, primarily youth related.

ADDITIONAL CONTACT

Toll Free: 1(888) 879-4944
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141

LANGUAGES

English

Helping you achieve your vision of success

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We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

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You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

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Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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