T.J. Marinelli

T.J. Marinelli

Investment Advisor

CFP®

FCSI®

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(519) 253-2136

Office Location

156 Ouellette Avenue Suite 300 Windsor, ON N9A 1A4. map

As an Investment Advisor at TD Wealth Private Investment Advice, I like to start off by listening to you. You have a story that brings you to where you are now. I want to hear about that story and then I want to work with you to discover, define and prioritize your values and expectations. 

I believe in informed advice that’s designed to help:

  • Grow your net worth based on carefully selected investment solutions
  • Keep more of what you’ve earned through tax-efficient investing strategies
  • Protect what matters from disruption and other external risk factors
  • Build a personal legacy using estate planning, trusts and philanthropy

About T.J.

Since 2007, T.J. brings a breadth of financial industry experience to his work as an Investment Advisor from a variety of disciplines, including financial planning, branch management and investment advisory services.

With an extensive background in financial planning, T.J. is able to provide thoughtful and customized wealth plans for his clients. He recognizes the importance of creating tailored strategies that meet the unique investment objectives of each individual, with the shared goal of delivering longer-term success to last a lifetime.
T.J. does not believe in taking a standard “cookie cutter” approach to managing wealth. He focuses on providing custom and comprehensive wealth management solutions that may include investment and tax planning strategies, risk management, retirement income planning, retirement expense projection, long-term care needs assessment and estate planning strategies, engaging with TD specialists where needed.
Delivering exceptional client experiences is paramount to T.J.’s practice. While his objective is to help clients by managing their wealth and allowing them to focus their energy on other important aspects of life, he also believes in the value of supporting those clients who wish to enhance their financial knowledge through client workshops, monthly wealth management insights and quarterly newsletter ideas.
T.J. understands the significance of his role as a steward of his clients’ wealth and remains committed to providing no-bias investment advice, with the objective of always making the most appropriate decisions for his clients.

T.J. holds the Certified Financial Planner (CFP®) designation, which is considered the standard for financial planning worldwide, involves a rigorous education program that CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can live life confidently.
T.J. holds the Fellow of Canadian Securities Institute (FCSI®) designation, which is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment, and dedication to their clients and industry.

T.J. is also a Life Insurance Advisor through TD Wealth Insurance Services. 

T.J. lives in the Windsor area with his wife Yu Lan, their two young children, Julianna & Maverick, and golden doodle, Harley. He is dedicated to giving back to the community and has participated in numerous local and national charity fundraisers including Maryvale Adolescent and Family Services, Hotel-Dieu Grace Healthcare, the Wounded Warrior Project and the Princess Margaret Cancer Foundation. In his spare time, T.J. enjoys spending time traveling with his family and spending time outdoors enjoying golfing, cycling, running and skiing.

Phone

Toll Free

(800) 287-1898

Branch Phone

(519) 253-2299

Branch Fax

(519) 253-2281

Certificates

CFP®

FCSI®

Languages

English

Winter 2024 Quarterly Newsletter- Brighter Days Ahead

Click here to view my recent quarterly newsletter

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Our Clients

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.

We See The Whole You

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

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.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

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.

Article

Money Talk

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

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Article

TD Economics

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

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
Print Transcript