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Sam Di Cesare

Senior Investment AdvisorSenior Portfolio Manager

  • CFP®

Working together to help you achieve what truly matters to you


I have 15 years experience as an Investment Advisor. My designations include: CFP® , PFP and I have completed the Canadian Securities Course.  I am a graduate of the University of Toronto Honours BA in Economics and Political Science. My investment philosophy is based on a moderate approach that endeavors to provide steady returns and reduced volatility.  My client base consists of primarily pre-retired and retired individuals.  I build comprehensive plans that address each family situation, and the ongoing changes that happen through life.  There are 11 considerations that my plan is built around.  Together, we take a look at each consideration and determine if it can play a part in helping you to achieve your goals. Once we prioritize the main considerations, we begin placing what we believe to be the best solutions. The solutions will be based on your risk profile, tax efficiency, and the objective of protecting your capital. You will have access to TD Wealth Private Investment Advice research. There are specific departments we can contact to help with our solutions.

For more information please refer to our Team site Gardner Di Cesare Wealth Advisory Group.


Gardner Di Cesare Wealth Advisory Group consists of Jessica Gardner, Senior Investment Advisor and Senior Portfolio Manager, Sam Di Cesare, Senior Investment Advisor and Senior Portfolio Manager and Jane Gaziano, Client Service Associate. Gardner Di Cesare Wealth Advisory Group is 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

Toll Free: (800) 382-4964
Fax: (416) 512-8451
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224

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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Market Commentary

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Wealth Insights Winter 2019

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.

Money Talk

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Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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