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Sean Thomas

Senior Portfolio ManagerSenior Investment Advisor

Working together to help you achieve what truly matters to you

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.

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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:

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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.

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PHOTO ABOVE: The photo of the Maroon Bells peak, was taken by Sean on a cycling trip through Aspen, Colorado in June 2018.

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...

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.

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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.

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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