Steven Zabitsky

Steven Zabitsky

Senior Investment Advisor

CIM®

FCSI®

Working together to help you achieve what truly matters to you

Phone

Office

(514) 289-8778

Office Location

1350 René-Lévesque Ouest 9ième étage Montréal, QC H3G 1T4. map

Steven specializes in simplifying the investment process for his clients. Through a proven process of focusing on Risk Tolerance and Asset Allocation, Steven strives to make his clients feel at ease by having him at the helm.

With a clear map, in the form of an Investment Policy Statement (IPS), Steven will help clients navigate through calm and turbulent markets. By combining a fully transparent fee-based approach with customizable and dynamic portfolios, Steven strives to ensure his clients are well-served in their wealth accumulation stage, through their transition to retirement and in their retirement years. Steven also collaborates with TD specialists in other wealth services, including Financial Security Advisors and Tax and Estate Planners, to help ensure clients' wealth priorities are addressed, whether they be retirement or succession planning, asset protection, education funding, or philanthropic in nature. The goal is to ensure clients stay on course to preserve and grow their wealth in the most tax-efficient manner.

Steven and his Team take pride in the service which they deliver and are fully committed to their mission of establishing a relationship built on trust. Once achieved, the goal is for clients to feel comfortable knowing that Steven will accompany them in their wealth journey.

Born and raised in Montreal, Steven holds a B.Comm from McGill University and also holds the Fellow of CSI (FCSI®) designation.

Steven resides in NDG with his children Adam, Nathaniel and Ariel. He loves to play and watch sports of all kinds and can most often be seen running outdoors, golfing and playing tennis.


Helping you achieve your vision of success
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.

Discovery Process
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

Phone

Toll Free

(877) 669-8400

Fax

(514) 289-0032

Branch Phone

(514) 289-8400

Branch Fax

(514) 289-0032

Certificates

CIM®

FCSI®

Languages

English

French

Education

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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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