Vipul Patel
Senior Investment Advisor
Portfolio Manager
B.Comm. (Hons)
CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
With more than 25 years of experience in wealth management, Vip has built foundational relationships with clients by providing insightful and goals-based financial guidance, achieving disciplined investment management.
Vip is a graduate of McMaster University with an Honors Bachelor of Commerce Degree, instilling true wealth management that extends beyond numbers. Helping clients and their families feel confident in their financial future is the forefront of Vip's practice.
His professional philosophy revolves around the principles of integrity and accountability. Vip takes pride in offering holistic advice integrating investment planning, retirement strategies, and estate considerations; tailored to each client's unique goals and values.
Outside of professional commitments, Vip is passionate about art, travel, and race cars. His interests resonate with his appreciation for creativity, exploration, and precision. He lives in Oakville with his two sons, Sheil and Shaan.
Vip welcomes the opportunity to work with clients who value personalized and long-term financial guidance, helping them achieve clarity and confidence in every stage of life.
Phone
Fax
(905) 331-7523
Certificates
B.Comm. (Hons)
CIM®
Languages
English
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
What We Do
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.