Saverio Veltri, Investment Advisor,Toronto, ON

Phone

Office

Office Location

2 St. Clair Ave. E., 2nd Floor Toronto, ON M4T 2T5. map

Since joining TD Bank Group in 1998 I have seen many changes; individuals’ goals have become more dynamic, markets have become more complex, and the amount of investment information available is at a staggering level. More than ever, I believe investors need to work with professionals who can help develop a realistic investment and wealth strategy, navigate the complex markets and filter through relevant information to help make their dreams a reality. I work closely with my clients, their families and their businesses to understand what they want to achieve during their lifetime. Based on these aspirations we work together to build an achievable investment and wealth strategy to help make each goal a reality.

In order to serve my clients’ complex needs, I lead Veltri Wealth Management Group, which is housed at TD’s Yonge & St. Clair location, and coordinate with a network of TD professionals. Collectively, we specialize in 11 critical wealth management considerations that may affect your future.

The specialists I may work with to satisfy your needs include:

Small Business Specialists - planning transitions, managing tax and cash flow
Private Bankers – specialized banking and lending needs
Private Trust Officers – testamentary & inter-vivos trust solutions
Estate Planning Advisors – innovative income & wealth preservation strategies
Other TD Bank Group businesses – including Commercial Banking, Small Business Banking

I hold the Certified Financial Planner (CFP®) designation, and I am a CFA charterholder. Outside of the office I am an avid supporter of several organizations in my community.

Please call me today to see if you, your family or business could benefit from my unique approach to wealth management.

Phone

Toll Free

(855) 682-8358

Fax

(416) 944-7175

Branch Phone

(416) 982-4000

Branch Fax

(416) 308-8722

Certificates

CFP®

CFA

Languages

English

Italian

Visit the Veltri Wealth Management Group Website For More Information

Click Here

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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.

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

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.

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.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Visit the Veltri Wealth Management Group Website For More Information

Helping achieve what truly matters to you and your family.

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.