Todd Schopp
Todd Schopp
Senior Investment Advisor
CIM®
CFP®
FCSI®
Tailored solutions in tune with your needs and the needs of those you care about
Phone
Office Location
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
Phone
Fax
(416) 944-7175
Certificates
CIM®
CFP®
FCSI®
Languages
English
French
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:
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
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.
Polly – Moving forward with the right financial plan
Empowering Polly to achieve financial success
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
Putting finances into perspective
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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.
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