Skip to main content

Steven Simon

Investment AdvisorVice President

  • CIM®
  • FCSI®

Working together to help you achieve what truly matters to you

I began my career in banking in 1986 and joined the financial services industry in 1998. I am a Canadian Investment Manager (CIM), hold a Bachelor of Economics degree from McMaster University and have attained the Fellow of the Canadian Securities Institute (FCSI).

As an Investment Advisor at TD Wealth Private Investment Advice I work closely with clients to identify their specific investment planning needs and design investment strategies that are aligned with their goals and objectives. My focus is on providing personalized investment advice as well as retirement strategies and evaluating client portfolios to help ensure these objectives are met.

At TD Wealth Private Investment Advice we have a wide range of tools and resources available to develop the proper recommendations to assist you and your family in preserving, growing and transitioning your wealth.

ADDITIONAL CONTACT

Fax: (905) 815-2324
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324

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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

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?