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Vip Patel

Vice PresidentInvestment 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.

Fed holds on rates, but says economy making progress despite pandemic fears

The U.S. Fed keeps its key interest rate near zero and signals it's still business as usual for its massive bond-buying program. Anthony Okolie speaks with James Marple, Senior Economist, TD Bank, about the Fed’s outlook.

Ask MoneyTalk: Will I be taxed on my inheritance?

Getting an inheritance from a loved one may be bittersweet but it may be awkward if a tax bill comes attached. Kim Parlee talks to Georgia Swan, a Tax and Estate Planner with TD Wealth, about some options around inheritances and why the CRA may wish to claw some funds back.

TD Economics

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

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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