Vipul Patel, Investment Advisor,Burlington, ON

Phone

Office

Office Location

5515 North Service Rd., 4th Floor Burlington, ON L7L 6G4. map

With over 25 years of expertise in investment management, Vip brings a wealth of experience, unwavering clarity, and utmost professionalism to his work.

Vip's primary focus lies in working closely with his clients, guiding them through the process of wealth accumulation, preservation, and eventual transition for their families. His investment approach is firmly rooted in setting and achieving long-term goals, employing a well-diversified strategy. Furthermore, Vip actively collaborates with clients, as well as their trusted legal and tax advisors, to formulate comprehensive strategies that encompass both personal and business planning, ensuring clearly articulated goals.

Vip is a graduate of McMaster University with an Honours Bachelor of Commerce degree. Vip and his family are longtime residents of Burlington. His eldest son Sheil contributes to our team as a summer student while currently pursuing his education at UCLA in Los Angeles.

Phone

Toll Free

(888) 344-8668

Fax

(905) 331-7523

Branch Phone

(905) 331-7511

Branch Fax

(905) 331-7523

Certificates

B.Comm. (Hons)

CIM®

Languages

English

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

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

We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

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.