Sergio Angelo

Profile Image
Sergio Angelo

Investment Advisor

F.Pl.

Working together to help you achieve what truly matters to you

Phone

Office

(450) 681-3874

Mobile

(514) 233-8955

Office Location

655 Promenade du Centropolis Bureau 220 Laval, QC H7T 0A3. map

Having been in the finance industry for 15 years and a financial planner since 2001, I have a wide array of experience that can help clients in many aspects of their financial situation. I use a holistic approach in order to optimize a client's overall situation. With your financial plan in hand, you will have a better outlook on your situation and the steps required to achieve your financial goals, be it preparing for retirement or any other goal that is important to you. My commitment is to be there for you, to accompany you in the execution of your plan.

 I give all my clients the best advice possible to improve the returns of their portfolio. Tax optimization is also an important element to consider in order to maximize after-tax returns, be it during the accumulation phase or the utilization phase.

I use model portfolios so that each dollar will be invested in a portfolio in which the client feels confident. An on-going review of the chosen investments along with a close tracking of the asset allocation allows me to maintain a diversification that corresponds to the client's investment profile.

For 15 years, I've gotten a great sense of pride from helping families like yours, in reaching the financial goals that are important to them. Contact me now and let's take the time, together, to establish your plan and start on the road the reaching it.

Phone

Fax

(450) 681-1807

Branch Phone

(450) 681-1580

Branch Fax

(450) 681-1807

Certificates

F.Pl.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

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.

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.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

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.

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.

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.

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