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.
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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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