Steve Osmak, Investment Advisor, Barrie, ON | TD Wealth

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TD Wealth COVID 19 Update

(705) 726-3453Telephone number
33 Collier Street 3rd Floor Barrie, ON L4M 1G5Map

My passion revolves around helping motivated individuals become successful investors by navigating the emotional ride of investing.

Successful investing hinges on getting three questions right:

·         How can I maximize my gains by protecting my downside risks?
·         How can I consistently protect both my profits and my capital?
·         How can I make sure that I have enough money to maintain my current lifestyle into retirement?

Do you want to rely on instinct, timing or reacting to business headlines?

Or, are you looking for a systematic process which removes emotional biases from critical investing decisions?

Backed by a team of specialists, we work closely with you to address all areas of your financial well-being.

Wealth management is more than investment strategies, we feel it's important to provide you with:

·         Corporate and business succession planning
·         Private banking and credit management
·         Will and estate planning
·         Insurance planning
·         Tax strategies

Our team strives to develop and maintain a strong relationship with you. The first step we will take is to sit down with you to get a clear understanding of what is important to you and your family.

Once we understand your goals, we will provide you with an Investment Policy Statement that will be the clear guide and foundation for your investment strategy.

In my experience this is the best process to help you achieve your life and financial goals.

It all starts with a simple conversation.

ADDITIONAL CONTACT

Toll Free: (800) 669-7896
Fax: (705) 726-3474
Branch Office: (705) 726-3353
Branch Fax: (705) 726-3474

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.

Meet The Team

Erica Van Overschelde

Client Service Associate

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Return of Capital

Covered Call Options and their Tax Treatment

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Request appointment

Additional TD Specialists

Trish JordanHigh Net Worth Planner

Laima AlberingsTax and Estate Planner

Bob IzattEstate Planning Advisor

James CraigHigh Net Worth Planner

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