Thomas Kingissepp, Conseiller en placement,Toronto, ON

Phone

Office

Mobile

Office Location

66 Wellington St W., 29th floor Toronto, ON M5K 1A2. map

Thomas Kingissepp has been advising clients for over twenty years. His approach to making investment and strategic recommendations is planning based and focused on client needs. His clients have access to a variety of possible solutions which is consistent with his independent advice.

Tom holds the following designations: Certified Financial Planner (CFP®), Chartered Accountant (CA), Trusts and Estates Practitioner (TEP); is a Chartered Financial Analyst (CFA®) charterholder, and has completed the following educational programs: CICA In-Depth Tax Course (3-year post-graduate professional program) and, from the University of Toronto, a Bachelor of Commerce (specialist in Commerce and Finance, specialist in Economics and major in International Relations).

His clients include individuals, businesses, and charitable organizations. Client needs, for example, may relate to protecting and building capital, drawing income, protecting against risks to capital or lifestyle, tax minimization, and philanthropic strategies.

Tom draws upon his unique professional background and experience to make valuable recommendations to clients and ensures that they are effectively implemented.

Kingissepp Wealth Management 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.

Phone

Fax

(416) 308-6958

Branch Phone

(416) 982-6011

Branch Fax

(416) 308-6958

Certificates

CFA

CFP®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.