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MoneyTalk Investing
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Sean Thomas
Vice PresidentPortfolio ManagerInvestment Advisor
"Working together to help you achieve what truly matters to you"
79 Wellington Street West 10th Floor Toronto, ON M5K 1A1Map
Our commitment to you…
We are a team dedicated to helping you achieve your wealth management and financial needs by providing an individually tailored approach, seamlessly integrated into your lifestyle. With our "client first" philosophy, our approach is Simple, Cohesive and Professional.
How we help you succeed…
Through credible advice and clear direction, we provide cost-efficient investment portfolio construction along with comprehensive wealth management & investment planning to help you achieve your unique goals and needs. We understand how important it is to be there for you along the way, working together to help build financial stability and making alterations when needed. Our plan is customized and tailored to you.
Our services*…
We offer a range of resources and services to help you reach your goals:
- Investment & Portfolio Management
- Retirement Planning
- Will & Estate Planning
- Education Funding
- Credit & Banking Management
- Insurance Based Solutions
- Business Succession Planning
- Tax Management
- Charitable Giving
*In collaboration with other TD Specialists
About our Fees...
Our Fee structure is completely transparent aligned with the success of your portfolio. We charge a percentage of clients' assets under consideration for our full service wealth management approach. Our main focus centers on long-term goals, without worrying about the costs per trade.
About Sean...
Sean has been with TD Bank Group since May 1996, working with high-net worth individuals, families and organizations, which have a wide range of financial needs for over 20 years. Sean is a licensed Portfolio Manager and Investment Advisor with a Chartered Investment Manager (CIM®) designation and a Fellow of Canadian Securities Institute (FCSI®) designation.
Whether you are building your assets or shifting into retirement, his insightful counsel, disciplined investment and planning process and a focus on effective risk management can help make you more confident in your decisions and more comfortable with your future.
Outside of the office Sean spends time with family and friends, and is an avid cyclist. He can be found taking in the latest exhibit at the Royal Ontario Museum or Art Gallery of Ontario.
ADDITIONAL CONTACT
Toll Free: (800) 563-5095
Fax: (416) 307-6680
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680
LANGUAGES
English
Uncover what drives your decisions with TD Wealth...
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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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.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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