Sam Tripodi

Sam Tripodi

CFP®

Working together to help you achieve what truly matters to you

Phone

Office

(416) 239-2271

Office Location

3280 Bloor Street West Suite 1201, Centre Tower. 12th Floor Etobicoke, ON M8X 2X3. map

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.
I pride myself on providing end to end care for my clients. As my clients reach various milestones in their lives, I remain steadfast in providing guidance and advice. My current client base includes individuals, families, professionals, and business owners

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 will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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.

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Money Talk

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Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

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TD Economics

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

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Monthly Perspectives: The Perfect Gift

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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