Veltri Wealth Management Group
You Should Expect MoreTM - Working Together To Help You Achieve What Truly Matters To You
Your life, your family, your business and your career – the pieces that make up your financial life are dynamic and personal. That’s why maintaining the lifestyle and stability that you want requires active management on multiple fronts – but where will this time come from?Through many years of working with unique professionals and entrepreneurs in the Yonge-St. Clair community, we’ve developed the resources, processes and specialist network to keep up with not only our clients’ priorities, but also the latest strategies, legislation and market insights that help us deliver continuous value.
This means each aspect of your wealth – such as tax, investing, estate strategies – gains the full attention of a specialist, while being coordinated through a central plan and investing strategy, without you having to expend any more time than you have available now.
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Stay Up to Date!
When you reach a certain level of success, and a certain degree of complexity in your financial affairs, we believe that it’s continuity that matters most - knowing that you can continue supporting your family, living the lifestyle you want, and pursuing goals without jeopardizing what you’ve worked to build. Explore a variety of wealth insights that speak to areas where our team can support you and your financial future.
In-depth discovery
Building 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.
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
TDAM: WAAC Perspectives
The TD Wealth Asset Allocation Committee (WAAC) is composed of a diverse group of highly experienced investment professionals across TD Asset Management Inc. and TD Wealth. The WAAC meets monthly to evaluate return expectations for key asset classes including equities, fixed income and real assets, based on insights from the highly accomplished investment teams at TDAM.
Market Perspectives: Trump, Tariffs & Trade
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.
