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Steve Dwek

Investment Advisor

  • CIM®

Working together to help you achieve what truly matters to you

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. 

ADDITIONAL CONTACT

Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029

SOCIAL LINKS

LinkedIn

Upcoming Events

Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.

Upcoming Seminar - Wealth Considerations for U.S. and Dual Citizens

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

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.

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.

Beyond stocks and bonds: Diversify with alternative investments

Higher market volatility has sparked investor interest in alternative investments like private debt, infrastructure and commercial real estate which could reduce risk in their portfolio. Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management weighs in.

Early Inheritance for your kids

Pierre Letourneau, High Net Worth Planner at TD Wealth offers some tips on how to gift money to your children.

TD Economics

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

Monthly Perspectives | Achtung 2020

It’s hard to forget the optimism of the mid-1990s. Remember Clinton and his saxophone? The birth of the new economy?

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.

The 2020 Money Makeover

If you want to kick off the new year with a bright financial outlook, why not give yourself a clean slate and fix any money problems you might have?

Do you know someone who would benefit from my services?