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Sharon Batista

Investment Advisor

Working together to help you achieve what truly matters to you

     As an Investment Advisor with TD Wealth Private Investment Advice, I work with each client to provide customized wealth management solutions.  Together, we explore retirement and estate planning needs along with wealth protection strategies using insurance solutions.  By addressing all aspects of financial health, I also strive to add value using various tax planning strategies.  We aim towards providing clients with a detailed plan with the objective of reaching your goals of today while being flexible enough to incorporate the changes that tomorrow may bring.   

      I have developed extensive financial experience during my 25 years with TD Bank Group and am continually enhancing my knowledge to help my clients navigate their own personal retirement roadmap.   Please call me today to set up a no obligation assessment of how I can help you reach your financial goals.

ADDITIONAL CONTACT

Toll Free: (866) 871-0767
Fax: (519) 826-4788
Branch Office: (519) 826-4770
Branch Fax: (519) 826-4788

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.

Meet The Team

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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.

Surprise jobs rebound raises hopes of quicker economic recovery

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with James Orlando, Senior Economist, TD Bank, about the positive employment data in May, and what that could mean for the economic recovery.

Parents’ guide to the pandemic

It's going to be a long, weird summer. Here are some things you can do to make the best of it.

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

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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