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Money Talk
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Stephen Malinas
Investment Advisor
- CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
77 Bloor Street West 21st Floor Toronto, ON M5S 1M2Map
Steve Malinas is an Investment Advisor with TD Wealth Private Investment Advice in the Yorkville office. Steve's advisory business specializes in guiding families and business owners through generational transitions of wealth. Regarding your wealth there is no one-size-fits-all solution, but there are emotions, options and trade-offs that need to be considered. Steve uncovers your unique needs through his 4-step structured process; starting with a deep discovery of your personal situation and values, followed-by a custom strategy, implementation, and review of your plan in relation to your wealth goals. With this process and backed by a comprehensive network of partners and professionals, Steve has the resources to help you realize your true potential and create an airtight wealth roadmap.
Steve graduated from the University of Toronto with a degree in Economics and Sociology. He holds the Chartered Investment Manager designation and a certification in Advanced Investment Advice. Steve has 15 years of industry experience including a background in Risk Management, Compliance, and Investment Advice.
Steve lives just outside of Toronto on a horse farm in Port Perry with his wife (Courtney) and daughter (Darcie). Steve keeps things simple and focuses his time on family, friends, work, and exercise.
ADDITIONAL CONTACT
Branch Office: (416) 944-8762
Branch Fax: (416) 929-2151
LANGUAGES
English
Helping you achieve your vision of success
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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