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Sean Thomas

Vice PresidentInvestment Advisor

"Our discovery and wealth management approach is driven by what matters most to you"

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At TD Wealth Private Investment Advice, we will work directly with you to help fully uncover your values and translate your vision into meaningful goals, focusing on your family, career, well-being, lifestyle, legacy and home.
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Building Net Worth

We know how important it is to build your wealth so you can enjoy life's priorities and achieve your vision for the future. Working together we can develop strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

Implementing Tax-efficient Strategies

You've worked hard to accumulate your wealth and we want to help you make the most of it. Working closely with you and your tax advisors, we will create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

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Protecting what matters

Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we have the expertise to create a comprehensive plan that's right for you.

Leaving a Legacy

You are the architect of your legacy and we can help you with the blueprint. We will collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal is to help you optimize the transfer of your wealth.

  
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ADDITIONAL CONTACT

Toll Free: (866) 373-5576
Fax: (519) 725-5806
Branch Office: (519) 725-1214
Branch Fax: (519) 725-5806

LANGUAGES

English, Polish

EDUCATION

Ryerson University - Business

COMMUNITY INVOLVEMENT

Previously involved with Ray of Hope and KidsLink Charities, Active member of the Taste of the Region in support of KW Habilitation

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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.

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You have questions, I have answers. Let's have a quick chat.

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