Senior Investment Advisor
CFA®
B. Comm
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.
English
Hockey coach volunteer
McMaster University
Senior Investment Advisor
FCSI®
CIM®
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.
English
Board of Directors of 2nd Chance
University of Toronto
Investment Advisor
B.Comm.
I have been in the Wealth Management industry since 2005 and joined TD Wealth in 2010. I have had the great fortune of being part of and leading incredible teams across both head office and front office.
As an Investment Advisor my goal is to build a long-lasting relationship with each client based on open communication, a thorough understanding of what is important to them, and providing holistic investment management and wealth planning advice. By working in tandem with a team of specialists within TD Bank Group, I work to address the full scope of investment and wealth needs including retirement/financial planning, wealth protection/insurance strategies, estate planning, trust services, and charitable giving.
I am a happily married father of two incredible children, who keep my wife Adriana and I on our toes. I am a long time martial artist and hockey player who loves to spend as much spare time as possible on the mat or at the rink.
English
Youth hockey & martial arts volunteer coach
Ryerson University
Client Service Associate
Client Service Associate
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. 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.
Client Service Associate
Client Service Associate
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.
Administrative Associate
Administrative Associate
Having had the privilege of taking time to raise her family, Jennifer joined TD Wealth in February 2020. She brings 10+ years of financial service experience in roles including Customer Service Representative, Customer Relations Administrator and Financial Services Associate. She is committed to providing clients with exceptional customer service while supporting their day to day administrative needs. Jennifer attended Humber Collage achieving a diploma in Business Administration.
Jennifer and husband Steve, live in Milton ON along with their four children. They enjoy spending time together at the family cottage in the summer, and at the hockey rinks, during the winter, while volunteering on the coaching staff.
