Todd Schopp, Investment Advisor,Toronto, ON

Phone

Office

Office Location

2 St. Clair Avenue East 2nd Floor Toronto, ON M4T 2T5. map

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

Branch Phone

(416) 982-4000

Branch Fax

(416) 308-8722

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:

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.

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.

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