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Stephanie Desa

Investment Advisor

  • CFP®

Working together to help you achieve what truly matters to you

 
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 the Financial Planning Standards Council. 


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.







ADDITIONAL CONTACT

Branch Office: (416) 239-3363
Branch Fax: (416) 239-3205

Helping you achieve your vision of success

The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

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Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

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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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?