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The Daley Group

"Working together to help you achieve what truly matters to you"

5140 Yonge Street Suite 1600 North York, ON M2N 6L7Map

The Daley Group

5140 Yonge Street
Suite 1600, North York, ON M2N 6L7

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ContactThe Daley Group

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Thank you, your request has been sent. Please allow 3 business days for an Investment Advisor to respond.

The Daley Group consists of: Kevin Daley Senior Vice President & Portfolio Manager, Gerson D'Souza Investment Advisor & Portfolio Manager, Jonathan Fliss Investment Advisor, Priscilla Li Client Service Associate, Ben Kalenga Client Relationship Associate.

The Daley Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

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ADDITIONAL CONTACT

Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224

Meet The Team

Kevin Daley

Senior Vice President
Investment Advisor

Client Service Associate

Ben

Kevin Daley

Senior Vice President
Investment Advisor

(416) 221-4999
Email Me

Gerson D'Souza

Investment Advisor

(416) 512-1106
Email Me

Behavioural Finance
We are taking understanding your needs, to the next level. By uncovering what drives your investing decisions,
we can better avoid actions that may be sabotaging your investments.

Click below to learn more about how we can help you avoid common financial blind spots.

Implementing Tax Efficient Strategies

You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

Leaving a legacy

You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning strategy and trusts to gifting and philanthropy. Our Goal? To help you optimize the transfer of your wealth.

The Daley Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Jonathan Fliss

(416) 512-6655
Email Me

Monthly News Letter

Click to read the latest issue of Trending News

It All Starts With A Plan

No matter the age or net worth, every good investor needs a plan. I believe that a solid goal based investment plan, updated regularly, becomes the road map to successful investing. It can help to guide investment decisions, build confidence, and to ensure a greater chance of living the life you deserve.

Behavioural Finance

We are taking understanding your needs, to the next level. By uncovering what drives your investing decisions, we can better avoid actions that may be sabotaging your investments. Click below to learn more about how we can help you avoid common financial blind spots.

Priscilla Li

Client Service Associate

(416) 221-4777
Email Me

Ben

Email Me

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Covered call options and their tax treatments

Canadian Eligible Dividends: Generating Income and Tax Efficiency

Canadians Investing in U.S. Equities

Banking & Credit Management

Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.

Investment Secured Credit

Banking and Credit Management

Retirement Planning

Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

Executive Income

Government Benefits

Retirement is coming - How much will you withdraw? Will you have enough?

Leveraging life insurance

Locked-in Plans

Registered Retirement Income Fund

Registered Retirement Savings Plan

The Tax-Free Savings Account

Your U.S. retirement plan

Protecting your assets

Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.

Strategic Uses of the Capital Dividend Account

The Boomerang Bind

Special Families: Planning for your Child with a Disability

The Facts of Life Insurance

The Role of Life Insurance in Protecting Your Assets

Tax Management

Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.

TFSA FAQs

Identity Crisis: Does the IRS Think You're an American?

Major Canadian Tax Deadlines and Date

Personal Tax Rates and Credits

Tax Planning for Business Owners: 2017-18

Tax Planning for Individuals: 2017-2018

Relationship Breakdown

Death of a Spouse or Partner

The Principal Residence Exemption

Four new tax rules for fiscal 2017

Divorce and Taxes

the New Top 10 Tax Checklist

U.S. Estate Tax and High Net Worth Canadians: Determining if You Have Any Liability

Top 10 Tax Issues facing U.S. Citizens living in Canada

U.S. May Impose Tax and Penalties on Certain Holders of Canadian Mutual Funds and ETFs

U.S. Federal Estate Tax: Strategies to Help Minimize Liability for High Net Worth Canadians

Passing on your Wealth

An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.

Estate Planning Basics

Can Your Kids Afford to Inherit the Family Cottage?

Tax Treatment of RIFs upon Death

Rich Kid, Poor Kid, Successful Kid

Life Insurance as an estate planning tool

Education Funding

Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.

Continuing education Using the Lifelong Learning Plan to advance your education

Establishing an educational path Setting up an RESP

Determining what an RESP beneficiary receives

Business Succession Planning

Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.

Business Succession Planning – Your Future Depends on It

Maximizing the Value of Your Business

Selling Your Business-The Sale Process

The Family Bargain

Planning for Major Purchases

Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.

Recreational Property Market vs. Housing

Millennials & House Prices

U.S. Real Estate: The basics of buying, selling and renting

Charitable Giving

A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.

Digging Deep: Understanding why, where and how much you should give to charity

Corporations and Charitable Giving: What Strategies Work for You?

Corporations and Charitable Giving

Digging Deep: Understanding why, where and how much you should give to charity

Giving Smarter: Choosing the right charitable giving strategy

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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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.

advisors.td.com/thedaleygroup

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

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MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

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TD Economics

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

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Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

PDF Download

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

PDF Download

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

PDF Download

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Contact The Daley Group

5140 Yonge Street
Suite 1600
North York ON M2N 6L7 Map

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