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Investment Advisor
Working together to help you achieve what truly matters to you
209 Dundas Street East 5th Floor Whitby, ON L1N 7H8Map
I believe wealth can create complexity on both a personal and financial level, and that the managing of wealth is a deeply personal experience.
We help clients manage various aspects of their wealth by simplifying complexity and building detailed investment plans to help guide them through various stages of life. Depending on your needs we can connect you with specialists across TD, including dedicated private banking services, estate and trust planning, business succession, tax planning and philanthropy.
I became an Investment Advisor to build long lasting relationships with clients based on a deep level of competency and trust - for one without the other is meaningless. I have a Master's degree in Engineering from Cornell University and a variety of other designations but in truth I think integrity is more important than education. We endeavor to build world class portfolios for clients in a way that we believe, to the very best of our knowledge, will maximize their returns for a given level of risk. We invest in products or securities where we would (and do) put our own money and our family's money.
I work with a wide variety of clients from seniors to business owners to foundations. I'm always willing to chat and offer guidance to anyone, even if their intention is never to become a client. Feel free to reach out.
Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029
Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.
| Time: | 08/17/2017 6:30 PM - 8:00 PM |
| Location: | Richmond Hill Centre for the Performing Arts Plaza Suite 10268 Yonge St Richmond Hill, Ontario Maps & Directions |
| Speaker: | Steve Dwek, Dean Smith |
| More Info: | Join Dean Smith, PhD, CFP, TEP, CPA, CA and Partner at Cadesky Tax as he walks guests through the challenges and considerations U.S. persons (and snowbirds) living and investing in Canada need to navigate regarding their wealth. |
| RSVP for this event | |
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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.
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