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Wealth Management with Longterm Vision
We believe that service, knowledge and attention to the details makes a world of difference to our clients. Vip endeavors to bring clarity to complex personal and business issues, providing forward-thinking and unique tax effective strategies to businesses and individuals. With over 18 years of experience guiding clients through the process of developing a wealth plan and dealing with its evolution, Vip and his team are committed to you and your family for the long-term.
“We provide clients with a structured wealth management plan that encompasses all facets of your personal and business assets.”
Caring Makes the Difference
We work closely with our clients to help them to accumulate, grow, preserve and eventually transition their wealth. When it comes to investing, we focus on the process of investing rather than a particular product. Our practice serves families with investable assets in excess of $750 000. We are excited to be able to be in a position to accept new families into our practice, ensuring that the superior service we have always worked to provide will not be compromised.
Vip also works collaboratively with our clients’ external tax and legal advisors to develop strategies and ensure that there are clear goals with integrated solutions for personal and business issues.
Branch Office: (905) 331-7511
Branch Fax: (905) 331-7523
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.