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Comprehensive Wealth Management
With over 20 years of experience and a professional, client-focused approach, we can help you achieve your goals through individually-tailored wealth strategies.
Our clients lead busy, complex lives and we believe that they appreciate the value of our experienced advice. We aim to be a team they can trust to coordinate and oversee their financial matters.
We work to help protect and grow your wealth through customized, disciplined investment portfolios and effective risk management. Our mandate is to help protect your assets for generations through prudent strategies and multigenerational relationships. We strive to accomplish this by providing advice aimed at helping to ensure the strong and stable growth of your assets in a wide range of market conditions.
We provide holistic planning. Applying experience gained over more than 20 years in the industry and the expertise of a network of TD Specialists as needed, we can provide comprehensive wealth planning strategies for you, your family and your business. These services can add tremendous value and are included in your asset-based wealth management fee:
Our Wealth Management Process
Our unique discovery process uses behavioural finance theory to uncover the values behind your personal vision of success and helps determine what truly matters to you. We believe that we help to engender confidence in our clients from the very first meeting by listening carefully as we explore their individual needs, values, finances, time horizon and goals.
PHOTO ABOVE: The photo of the Maroon Bells peak, was taken by Sean on a cycling trip through Aspen, Colorado in June 2018.
Uncover what drives your decisions with TD Wealth...
What is Behavioural Finance
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.
Sean has over 20 years of experience behind him and another 20 years of potential ahead of him. He and his team advise high-net worth individuals, families and organizations with a wide range of financial needs. Whether you are building your assets or shifting into retirement, his insightful counsel, disciplined approach and focus on effective risk management can help you make informed decisions to shape the future you envision for yourself and your family or business.
Prior to joining TD Wealth Private Investment Advice, Sean spent a year at TD Asset Management, which gave him a respect for research and a love for pouring over numbers. He became an advisor to work more closely with people and help give those numbers tangible meaning. After earning a degree in History and Math at the University of Western Ontario, he later deepened his skills by earning the Chartered Investment Manager (CIM®) designation. His Fellow of Canadian Securities Institute (FCSI®) designation attests to his professional acumen and conduct.
Sean serves on the TD Wealth Portfolio Manager Advisory Committee, where he works to help simplify and streamline the discretionary wealth management process for affluent clients. A former triathlete, mountain biker and an avid cyclist, he enjoys relaxing with family and friends, taking in a good book or an exhibit at the Royal Ontario Museum or Art Gallery of Ontario, and attending live concerts.
An experienced customer service representative who is skilled in trend analysis, team management and critical thinking, Sara has been with our team since March 2018. Prior to joining our team, she was a Customer Service Representative at TD Canada Trust in Peterborough for almost five years. Sara earned a Bachelor of Commerce from Ryerson University after obtaining Diplomas in Fashion Management Diploma from George Brown College and in Parks, Recreation and Leisure Studies from Fleming College.
Volunteering in the community is an important part of Sara’s life. Since 2014, she has planted trees every year with other TD employees and members of our communities. Sara also serves as a gift wrapper every Christmas to earn donations and recruit other volunteers in support of Big Brothers Big Sisters. Sara was the TD Volunteer Branch Coordinator for United Way Centraide Canada in 2017; she and the team exceeded their branch’s goal, raising the second-highest amount in the district. Sara was also the TD Fundraising Branch Coordinator for United Way Centraide Canada in 2016.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Domenic Tagliola
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Dale Durand
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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.
advisors.td.com/sean.d.thomas
U.S. economy: Signs of resilience help to ease recession worries
While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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