Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CFA
CFP®
Saverio Veltri came to TD Wealth Private Investment Advice in 1998, and formed Veltri Wealth Management Group. Over the years, he has explored the deep in-house resources at Yonge and St. Clair to develop a comprehensive service offering for professionals and business owners in Midtown Toronto.
After working closely with high-net-worth individuals, their families and their businesses for over 25 years, Veltri Wealth Management Group has evolved to cater to the unique needs and lifestyles of their eclectic circle of clients.
Saverio has earned a number of industry designations, including the Certified Financial Planner (CFP®) designation and he is also a CFA charterholder. He is also an active member of the Midtown Toronto community, and often hosts social events with clients to celebrate and share in their successes.
Languages
- English
- Italian
Associate Investment Advisor
CIM®
Paul Danesi is a financial markets professional and holds the Chartered Investment Manager designation. Since 1992, he has been driving business, investment strategy, portfolio optimization and client loyalty in the wealth and asset management industry. Paul leverages strong financial acumen, expertise in empowering multi-faceted advisory teams and proven abilities as both a high-level strategist and a hands-on implementer of plans and product initiatives.
Associate Investment Advisor
CIM®
Claire Zhang came to TD Wealth in 2013 and joined Veltri Wealth Management Group in 2017. She holds the CIM® designation and a Bachelor’s degree in Finance and Economics from the University of Toronto, and she has completed level 1 of the CFA program. She speaks fluently in English, Mandarin, and Cantonese. She is actively involved in Women Champion Programs and is passionate on building and strengthening connections to Women in Finance.
Languages
- English
- Mandarin
- Cantonese
Client Service Associate
MBA
As Client Service Associate, Amrit Kaur ensures all the transactions, documentation and operations of the team are executed smoothly and efficiently. She is known for her keen attention to detail and her commitment to meeting client needs.
Amrit has lived in three countries (India, Germany, and Canada) and speaks English, Hindi and Punjabi. She holds an MBA degree from HEC Montreal, and outside of work, she is a yoga enthusiast and an avid biker.
Languages
- English
- Hindi
- Punjabi
Additional TD Specialists
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
