
MAP

LIST
MAP
LIST
Portfolio ManagerSenior Investment Advisor
Working together to help you achieve what truly matters to you
2 St. Clair Avenue East 2nd Floor Toronto, ON M4T 2T5Map
Your life, your family, your business and your career – the pieces that make up your financial life are dynamic and personal. That’s why maintaining the lifestyle and stability that you want requires active management on multiple fronts – but where will this time come from?
Through many years of working with unique professionals and entrepreneurs in the Yonge-St.Clair community, we’ve developed the resources, processes and specialist network to keep up with not only our clients’ priorities, but also the latest strategies, legislation and market insights that help us deliver continuous value.
This means each aspect of your wealth – such as tax, investing, estate strategies – gains the full attention of a specialist, while being coordinated through a central plan and investing strategy, without you having to expend any more time than you have available now.
“When your spare time is limited, there is a clear benefit to working with a well-connected team. By coordinating multiple service professionals, we work to implement a comprehensive wealth strategy that reflects your unique financial and lifestyle needs.”
Saverio Veltri, CFA®, CFP®
Portfolio Manager & Senior Investment Advisor
Small Business Specialists
Owning a small business typically means you’re facing unique diversification challenges, risk concerns, and complicated retirement questions. All this requires specialized tactics, as well as consistent and adaptive planning, in order to be managed well. Saverio and our wealth management team work together with a Small Business Specialist, so that you can trade guesswork for a more systematic and methodical process for managing risk, mitigating tax, and planning major transitions. For our entrepreneurial clients, this often includes:
• Streamlining your retirement savings strategies with specialized vehicles like Retirement Compensation Arrangements (RCAs) and Individual Pension Plans (IPPs)
• Strategies to flow cash through the business efficiently
• Policies to help protect your business and assets from liability
• Methodical process to plan the succession of your business and your transition into retirement
Commercial Bankers
If you can simplify certain components of your business, such as administration and financing, you can not only cut costs, but you can also allocate your time more strategically. This is one of the many functions of commercial banking. We connect our clients with Commercial Bankers, so that your dynamic wealth plan can integrate specialized services and strategies such as:
• Specialty business accounts to help you manage surplus revenue with greater liquidity
• US-based banking and global services to make it easier to manage cross-border business and foreign cash flows
• Asset-based lending to provide your business with more working capital
• Sector-specific financing solutions in areas such as agriculture, automotive, franchise and real estate
Estate Planning Advisors
Your estate is as unique as your lifestyle. This means that meeting your objectives is about customizing your estate to conform to your singular family profile, whether it’s a blended family legacy, complicated range of estate assets, or intentions that evolve over time. Clients of Veltri Wealth Management Group gain the support of Estate Planning Advisors, which often includes:
• Tax-conscious charitable giving plans
• Designing your family legacy and living legacy
• Tax-efficient insurance policies that boost the value of your estate
• Transitioning both monetary and non-monetary assets and empowering the next generation to carry on your legacy
Private Trust Officers
Having Private Trust Officers as part of your integrated professional network means that you can have greater control over the timing and terms of specialized family trusts. This helps to ensure your beneficiaries will carry forward your legacy in a manner that suits all parties. We integrate both Estate Planning Advisors and Private Trust Officers into our wealth process, to provide additional value to our clients that involves:
• Planning for the next generation tax-efficiently
• Specialized vehicles like the Qualified Disability Trust (QDT) and education savings strategies
• Choosing the right inter vivos or testamentary trusts for your family situation
• Setting the right terms, selecting trustees and coordinating with your legal advisors
Private Bankers
Private banking offers convenient ways to fit banking and borrowing into your life – but in order to see the full benefits, it needs to be an integrated part of your professional team, as well. We work with Private Bankers to help our clients more efficiently manage both time and money. This includes:
• Custom credit strategies to help grow, diversify or transition assets efficiently
• Access to high-end services at exclusive rates
• Dedicated service that fits your schedule with minimal interruption
• Funding and partnership financing for professionals such as lawyers, doctors and dentists
“We believe that when you’re faced with complex questions about the wealth you've built, you should expect more from the advice you receive. You should expect personalized service, complete transparency, and a depth of expertise that can fully address what matters to you.”
Saverio Veltri, CFA®, CFP®
Portfolio Manager & Senior Investment Advisor
Toll Free: (855) 682-8358
Fax: (416) 944-7175
Branch Office: (416) 982-4000
Branch Fax: (416) 308-8722
English, Chinese
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.