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I provide professional wealth management solutions to business owners, entrepreneurs, busy professionals and high net worth individuals to help them achieve their long term investment goals.
As an Investment Advisor I have over 15 years of wealth management experience in the Canadian investment industry, and hold a Chartered Investment Manager (CIM®) designation through the Canadian Securities Institute and Certified Financial Planner (CFP®) designation through the FP Canada. I have worked with some of Canada's most affluent investors and alongside some of the country's most prominent investment professionals. This experience has led me to develop creative strategies to help build wealth with a core focus on capital preservation and risk-adjusted returns.
At TD Wealth, I have access to some of the best quality solutions that Canada's largest bank has to offer. In collaboration with a team of TD specialists, we can address the full spectrum of wealth management needs, including investment and insurance solutions, estate and retirement planning, trust services, and charitable giving strategies. I believe building a powerful and structured portfolio goes beyond just picking the right stocks, it is also about building a long term strategy and following a disciplined approach to try to avoid unnecessary risk.
Connect with me if you need a second opinion on your current investment plan and if you:
Have an investment portfolio in excess of $1 Million
Would like to retire with a plan and the knowledge that you have the freedom to enjoy life
Interested in maximizing the value of your estate for your chosen beneficiaries
Are worried your portfolio may not weather the current volatility
Are a business owner in need of a comprehensive plan to protect your wealth
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
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.
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.
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.
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.
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.
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.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Aleem Janmohamed
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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/todd.schopp
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If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
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