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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.

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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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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