Veltri Wealth Management Group

Our History in Midtown Toronto

In 1998, Saverio Veltri founded Veltri Wealth Management group in the heart of Midtown Toronto. We are local to the area and have enjoyed establishing our roots alongside those of our clients and neighbours. We’ve seen how powerful a force smart wealth management can be in the lives of our clients and in our community. Over the years, we have:

Built up a network. Working alongside with TD Specialists focused on Estate Planning, Private Banking, Small Business and Private Trust.

Created a core team who hold the Certified Financial Planner™ (CFP) and Chartered Financial Analyst (CFA) designations with a disciplined investment process.

Provided value to our clients and neighbours by orchestrating dynamic wealth strategies custom-built for their lives and lifestyles.

Established a presence in the Yonge-St.Clair community through various educational events and charitable participation.

Learn more about what we do for our clients.

Veltri Wealth Management Group: The Client Experience

Our range and depth of expertise means that you can rely on us as a sounding board for ideas, and a constant resource for various types of financial advice. In this way, we focus on actively managing the wealth strategies we and a network of TD specialists design for you, so as to help ensure that your wealth continuously supports your lifestyle.

Meet The Team

A network of relationships to help keep your wealth priorities perpetually in sync.

Senior Portfolio Manager

Senior Investment Advisor

CFA

CFP®

Associate Investment Advisor

CIM®

Associate Investment Advisor

CIM®

Client Service Associate

MBA

REQUEST AN APPOINTMENT

You have questions, we have answers. Let’s have a quick chat.

TD Specialists

We work collaboratively with specialists across TD to help provide access to various professionals to assist with your various needs. 
Ian Lebane

Tax and Estate Planner

Estate Planning Advisor

Tax and Estate Planner

Executive Trust Officer

TD Wealth Private Banking & TD Commercial Banking

Achieve more when you work with professionals who understand your goals and can help you reach them. We can connect you with the right TD specialists, including those in TD Wealth Private Banking and TD Commercial Banking, who will provide support with your banking needs so you can focus on other priorities.