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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.

Ottawa unveils massive stimulus plans as economic recovery loses momentum

Ottawa released an update on the health of the country’s finances, revising up its projected deficit this year to $382 billion.  Anthony Okolie speaks with Derek Burleton, Deputy Chief Economist, TD Bank, about the magnitude of the deficit and the outlook for economic recovery. 

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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