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Sergio Angelo

Investment Advisor

  • F.Pl.

Working together to help you achieve what truly matters to you

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.

ADDITIONAL CONTACT

Fax: (450) 681-1807
Branch Office: (450) 681-1580
Branch Fax: (450) 681-1807

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.

REQUEST AN APPOINTMENT

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

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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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