Veltri Wealth Management Group

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.

“When your spare time is limited, there is a clear benefit to working with a well-connected team. By coordinating multiple service professionals, we work to implement a comprehensive wealth strategy that reflects your unique financial and lifestyle needs.”

Saverio Veltri, CFA, CFP® , Senior Portfolio Manager & Investment Advisor

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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.

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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.

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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.