Skip to main content

Oscar Zorzetti

Vice PresidentInvestment Advisor

  • CFP®

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

Wealth management advice & financial planning based on your unique goals

As Vice President and Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice, my team and I deliver a personalized comprehensive wealth plan for affluent individuals, business owners, and their families based on each household’s unique situation. With the customized financial plan, we believe our clients will be able to focus on other areas of their personal lives with greater security. 

Team Photo.jpg

GOAL & COMMITMENT

My focus is to provide valuable advice to individuals and their families and help them maneuver through their financial stages of life with comfort. My team and I are committed to delivering exceptional wealth management service to our clients with integrity, accountability, honesty, and professionalism

We commit ourselves to ensure the financial planning and wealth management process is comfortable, as well the communication is consistent and clear to clients as we work together to overcome financial barriers and achieve financial goals.

We also aim to help our clients minimize taxes to relieve tax burdens, structure estates in a tax-efficient manner, and help prepare our clients for their life's ups and downs that don't match the market.

EXPERTISE

Working with individuals and their families for over 20 years, whether it be their children's education, business investment or providing them with retirement, estate, or tax planning strategies, my expertise has helped uncovered many hidden needs and identify opportunities to help maximize and preserve wealth.

Services.jpg

Additionally, I work closely with accountants, lawyers, and bankers to help ensure families receive professional advice on areas that are important to them. I will engage TD specialists to provide their expertise on estate, tax, trust, philanthropy, and insurance matters to help create solutions where needed.


Meet Our Team 5.jpg

Oscar_s Bio.jpg

Visit our team page to learn more about Legacy Wealth Advisory Group.

Click here to visit our team page 4.jpg

RECENT TOPICS YOU MAY BE INTERESTED IN: (Click to learn more)

Dec 3 2018.jpg Dec 17 2018 _1.jpg Dec 17 2018 _ 2.jpg Jan 21 2019 _ 3.jpg
Feb 4 2019.jpg Feb 4 2019 _ 2.jpg Jan 15 2019.jpg Jan 21 2019.jpg 

Legacy Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Fax: (403) 299-3434
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984

LANGUAGES

Cantonese, English, Mandarin

Preparing for the Retirement You Want

Retirement Calculator Banner_ENG.JPG

Dream Big in Retirement Button_ENG.JPG  Survivor Guide to Retirement Button_ENG.JPG  Retirement is Coming _ How much will you spend Button_ENG.JPG

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Half Full, Half Empty

Managing expectations in a post-stimulus environment

Federal Budget 2019

Putting the Middle Class in Focus

Money Talk Life - Giving it your all and then some

If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

Do you know someone who would benefit from my services?