Stephanie Desa

Stephanie Desa

Senior Investment Advisor

CFP®

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(416) 239-5173

Office Location

3280 Bloor Street West Suite 1201, Centre Tower. 12th Floor Etobicoke, ON M8X 2X3. map

 
As an Investment Advisor with TD Wealth Private Investment Advice, I take the time to get to know you and your family.

Listening to you and understanding your needs, goals, and dreams is the first step I take to create your personalized wealth plan.

I have been working in the financial services industry since 1997,  focusing exclusively on holistic wealth planning and fostering strong client relationships since 2007. I have the Certified Financial Planner™ certification conferred by FP Canada and the Chartered Investment Manager designation conferred by the Canadian Securities Institute.


My mission: To be your trusted advisor, at your side as your life evolves, ensuring your goals are the prime focus of what we do.

My approach is designed to help increase financial confidence, as we navigate the complexities that life may deliver.

By working with me, you have access to a highly knowledgeable team that understands your goals, dedicated to simplify your financial decisions and inspire you to live your best life.


Certificates

CFP®

CIM®

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

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.

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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