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
The VIP Group Wealth Management
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.
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.