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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.
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.
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:
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.
Steven began his investment advisory career in 1995 and three years later joined TD Wealth Private Investment Advice to open the office in Guelph with Robert Tartaglia. The cornerstone of his business is developing a one-on-one relationship with each client, based on open communication and a detailed understanding of their needs. By working in tandem with a team of specialists within TD Bank Group, Steven addresses the full scope of investment, wealth and retirement needs, including wealth protection and insurance strategies, estate planning, trust services and charitable giving.
Steven earned his Bachelor of Commerce from McMaster University in 1995 and completed the Professional Financial Planning Course through the Canadian Securities Institute. He also holds the Chartered Financial Analyst® (CFA®) designation.
When he’s away from the office, Steven enjoys playing hockey, fishing and spending time with his wife, Jennifer, and their four children. He also volunteers as a hockey coach.
Rye Tartaglia Private Wealth Management 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.
An investment professional since 1995, Robert joined Steven Rye in opening the TD Wealth Private Investment Advice office in Guelph in 1999. He focuses on gaining a deep understanding of each client’s situation so he can provide honest guidance and develop a wealth strategy that will help meet their objectives. With genuine concern for clients’ financial well being, Rye Tartaglia Private Wealth Management offers customized advice and exceptional service.
Robert graduated from the University of Toronto with a Bachelor of Arts in Economics in 1989. He holds the Fellow of the Canadian Securities Institute (FCSI®) and Chartered Investment Manager (CIM®) designations.
Since 2009, Robert has served on the Board of Directors of 2nd Chance – a non-profit agency offering employment counselling programs – and he is currently the Treasurer. In his free time, he enjoys playing tennis and golf, and exploring new places. Robert has two teenage children and volunteers as a coach and trainer for their hockey teams.
Rye Tartaglia Private Wealth Management 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.
Ramona joined our team in March 2020 and brings with her over ten years of experience from TD Canada Trust where she excelled in providing exceptional client service. She has held many roles such as Customer Service Representative, Customer Relations Coordinator, Financial Services Representative and most recently, Financial Advisor. Knowledgeable and detail orientated, Ramona provides dedicated support in the daily management of your accounts and serves as the primary contact for any of your enquiries for administrative and product support. Ramona is an honours graduate of Wilfrid Laurier University's' Bachelor of Arts program and is a licensed Investment Representative. Ramona and her husband, David, live in Guelph, with their two children Alden and Taya. They enjoy spending time together by going for walks, bike rides, playing board games and cooking.
With 30+ years' experience in financial services, Christie is licensed in the category of Investment Representative and is committed to providing clients with exceptional service and experience. Christie started at TD Canada Trust (Canada Trust) when she was a student, thinking that it would be a great summer job. But she quickly learned that TD is the company where she wanted to pursue her career. Day-to-day administration of clients’ accounts and inquiries, and providing back-up support when needed by other team members is the essence of Christie's role. Christie is a key member of the team and will constantly strive to support Rob and Steve, in order for them to focus their attention on and provide their expertise to our clients ~ who matter most.
Christie and her husband, Joel, live in Guelph, with her mother. They have 4 children, and a dog named Tash. They welcomed their first grandchild, Aria to the family in November 2020. Christie loves spending time with her family - cooking for them, playing games, taking the dog for walks, and volunteering in the community.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Patrick Mullin
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Phil Ball
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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.
U.S. economy: Signs of resilience help to ease recession worries
While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
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.
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