Stephen Malinas
Investment Advisor
CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
Steve Malinas is an Investment Advisor with TD Wealth Private Investment Advice in the Yorkville office. Steve's advisory business specializes in assisting families and business owners in generating tax-efficient investment income and navigating wealth transitions across generations. 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 TD specialists, 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 (CIM®) 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 daughters (Darcie and Tya). Steve keeps life simple and focuses his time on family, friends, work, and exercise.
Certificates
CIM®
Languages
English
Your Unique Goals
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Understanding & Confirmation
We take the time to listen to your story - making note of what matters most to you.
We summarize our understanding of your financial priorities and needs to make sure you're in agreement.
Determine & Present Solutions
We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.
We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.
Implementation & Ongoing Review
We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Polly – Moving forward with the right financial plan
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
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
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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