Skip to main content

Sam Di Cesare

Investment AdvisorPortfolio 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 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

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.

REQUEST AN APPOINTMENT

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

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.

Return On Investment - Winter 2015

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

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

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Forward Perspectives: The Great Canadian Uphill Battle

In March 2017, the Wealth Asset Allocation Committee (WAAC) made a decision to underweight Canadian equities in
favour of international equities.

Do you know someone who would benefit from my services?