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Rye Tartaglia Private Wealth Management

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  • 806 Gordon Street Suite 101 Guelph, ON N1G 1Y7Map

Rye Tartaglia Private Wealth Management

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Capital preservation and growth. Tax efficiency.
Estate and wealth planning.

While each of our clients has different priorities, they all have one thing in common: the unwavering commitment of Tartaglia Rye Investment Advisory Team to keep their best interests at heart.

Whether you are running a successful business or enjoying your well-earned retirement, you can turn to our team to draw on our years of experience, problem-solving capabilities and client-first focus to help you make decisions that make sense for your family and your future.

Deep discovery

At Tartaglia Rye Investment Advisory Team, we make it our mission to uncover what matters most to you. That way we can develop a tailored wealth management strategy that will help you reach your goals.

When it’s appropriate, we accomplish this by taking you through our distinct Discovery process, which applies principles of behavioural finance theory to determine the values behind your goals and identify your specific wealth priorities.

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Goals-based wealth management

Our rigorous and comprehensive investment style focuses on building, growing and preserving your capital, using a balanced approach to money management with a keen eye on risk management. Through goals-based planning, we measure your returns against your own unique objectives rather than market benchmarks.

With Tartaglia Rye Investment Advisory Team, there are no cookie-cutter solutions. From our initial meeting through to portfolio construction and ongoing reviews, we make the effort to apply the customized process that works for you and your family – and your situation and preferences.

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Collaboration with TD specialists

Whenever possible, we work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group to bring you tailored high net worth planning in the areas of:

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Tartaglia Rye Investment Advisory Team is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (519) 826-4770
Branch Fax: (519) 826-4788

Meet The Team

Steven Rye

Vice President
Investment Advisor
Robert Tartaglia

Vice President
Investment Advisor
Ramona Garcia

Client Service Associate



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Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

REQUEST AN APPOINTMENT

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

Request appointment

Additional TD Specialists

Sandra BusseyHigh Net Worth Planner

Patrick MullinTax and Estate Planner

Phil BallEstate Planning Advisor


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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.

Capitalizing on market uncertainties

With less than two weeks to go before the U.S. elections and a second COVID-19 wave underway, there are plenty of headlines. But has the market properly priced in the risks? Kim Parlee speaks with Ben Gossack, portfolio manager, TD Asset Management on how to capitalize on the uncertainties.

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Pandemic exodus: Is it time to move to the country?

Canadians who are working from home for the long haul may be thinking about trading their expensive houses in the city for more balanced lifestyles in the country. Kim Parlee speaks with Zeljka Walker, an Investment Advisor with TD Wealth, about the pros and cons of an urban exodus and what to consider before you sell.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

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The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

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MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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