Tej Parhar
Senior Investment Advisor
CFA®
CFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
About Me
Graduating from Simon Fraser University in 1998 with a Bachelor of Business Administration in Marketing and Finance, I pursued further education in the investment industry. I have held the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations since 2004. This has helped me further my career at TD Bank Group where I have been helping clients for over 20 years.
What I Do For You
I will work with you to determine the most important goals and work to help you achieve those goals together. I will take the time throughout our relationship to understand you and your family's changing needs, and adapt strategies to help meet those needs. I will continuously monitor your investment portfolio and seek out ways to help improve returns with solutions that may provide better returns for the level of risk that we are comfortable with. I will work with some of the best resources available to help ensure that you can benefit from a holistic approach to Wealth Management.
My Investment Philosophy
Structure portfolios for you to assist you in meeting your individual goals based on the level of risk you are willing to take. Incorporate expected returns into a strategy that I believe will give you the best chance of success in meeting your goals. I utilize a combination of investment solutions and vehicles to build what I feel is the right portfolio for you.
Phone
Fax
(604) 981-4595
Certificates
CFA®
CFP®
Your Goals, Our Priorities
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
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
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
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.
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.
The 2022 MoneyTalk tax checklist
Article
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
Money Talk
Article
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
Want to become your own boss? Here’s a self-employment starter kit
Article
Want to become your own boss? Here’s a self-employment starter kit
After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.
TD Economics
Article
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
PDF
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
Article
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.