Sam Tripodi
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Being married and a father of 3, I understand the time, effort, and commitment it takes to raise a family, while also balancing the demands of life. As a trusted Investment Advisor with TD Wealth Private Investment Advice, serving the Bloor West Village area for the past 14 years, I help simplify the complexities of wealth management for my clients, while safeguarding their aspirations from the uncertainty that life can bring… allowing my clients to focus on those things that matter most to them.
My process starts with a thorough discovery, to uncover what's truly important to my clients. Fulfilling my role as an advisor, I may ask tough questions and highlight gaps and opportunities my clients may not be aware of. As needs arise, I will liaise with internal TD specialists to bring their expertise and solutions to the table, while always being on hand to navigate those discussions with my clients. Once a formal plan is agreed upon, we strategically execute, tweaking the plan as needed. Over the course of the client-advisor relationship, my clients and their objectives remain central to the journey
With TD's Four Pillar approach, clients can rest assured that their financial future is in good hands.
- Our investment advice is tailored to a client's unique needs and goals, ensuring that their money is working hard for them.
- TD's estate planning services will help clients protect their assets and ensure that their loved ones are taken care of.
- Our tax planning services will help clients minimize their tax liability, while maximizing their savings.
- And our insurance services will help clients protect themselves and their loved ones from unexpected events.
Contact me to learn more about our services and how we can help you achieve your financial goals.
Certificates
CFP®

Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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