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Steve Osmak

Investment Advisor

  • CIM®
  • FCSI®
  • FMA

Working together to help you achieve what truly matters to you

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.

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.

China slump and Brexit bumps

China's economy continues to slow. What are the investment implications? And with Brexit uncertainty hanging over the U.K., what do investors need to know? Bruce Cooper,  CEO and CIO, TD Asset Management.discusses.

Best Practices When Selling Your Healthcare Practice

Jeff Halpern, Business Succession Advisor, TD Wealth, talks to Kim Parlee about best practices when you sell your healthcare practice.

TD Economics

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

Monthly Perspectives - Game Changer

Well, it finally happened. James Holzhauer, the professional gambler from Las Vegas who had been blowing away the competition on Jeopardy!, finally lost a game.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?