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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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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.

Oil prices march higher as OPEC calls emergency meeting

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

Could COVID-19 foil your retirement plans? Here’s what you need to know.

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Tannis Dawson, high net worth planner, TD Wealth about planning for your retirement in the wake of the coronavirus outbreak.  

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

MoneyTalk - Don’t let fear rule your mind in times of crisis

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

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