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Vip Patel

Investment Advisor

  • CIM®

Wealth management that evolves as your needs, priorities and circumstances change over time

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At The VIP Group Wealth Management, we create dynamic wealth strategies customized for every client. By getting to know you and your journey, we are able to help you crystallize your goals and then plot the course to help you achieve them.

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The solutions you need, when you need them

Working with a team of TD Specialists, we help you navigate the full wealth cycle – from growing and preserving your wealth for retirement to transitioning assets to the next generation.

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How we work together

Your needs differ from all others. This is why we use a proven, step-by-step process to help us get to know you. We believe that strong relationships are built on communication and unity of purpose.

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Experience you can count on

No matter how complex your situation is, we are committed to helping you every step of the way. Our long-term approach is guided by one key theme: helping you achieve your financial goals.

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ADDITIONAL CONTACT

Toll Free: (888) 344-8668
Fax: (905) 331-7523
Branch Office: (905) 331-7511
Branch Fax: (905) 331-7523

LANGUAGES

English

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We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Higher profits from most S&P500 companies do little to steady markets

With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

Greying acres: A modern guide to farm succession

Passing down the family farm is not the same as passing on other family businesses: The labour and sweat of generations may turn a financial decision into an emotional one. Here are some ways to ensure your farm succession plans are planted and ready when you need them.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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