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My approach focuses on working together with the client to build a portfolio that encompasses the client’s true risk tolerance right from the start. We have the tools to build a proper and suitable portfolio where you, the client, control the risk. I believe that as investment advisors our responsibility is to help clients minimize risk in all aspects of the Investment and Wealth Management process.
I invite you to call me directly at 780-448-8377 if you feel my approach can benefit you.
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.
Roberto moved to Canada in 2013 from Colombia. He studied Business Administration and shortly after his graduation, he proceeded to work in the financial services industry in a Financial Advisor role with TD Canada Trust, engaging his customers in conversations to understand and help meet their current and future financial needs. Passionate about long term savings and investing, the move to TD Wealth Private Investment Advice w as a natural fit. Excited about this change in his career, Roberto looks forward to delivering superior client service and many more challenges ahead. In his free time, Roberto loves to go camping, hiking and outdoor activities in general. He also rescued a mutt and is not difficult to see him walking his dog in downtown even during cold winter days. Roberto will provide support in administrative aspects and brings a tremendous amount of enthusiasm and energy to the team.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Jason Uppal
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Sean Murphy
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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advisors.td.com/sotos.michailides
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