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Anna Bozzo

Senior Private Banker

  • PFP®

Working together to help you achieve what truly matters to you

ABOUT |As a Senior Private Banker with TD Wealth Private Banking I work closely with a team of dedicated professionals.  With over 22 years experience within TD I specialize in building strong client relationships. I enjoy giving clients comfort in knowing that their banking needs are being managed according to their visions and dreams. I always put my client's first!

CLIENT EXPERIENCE | Tailored banking products and services for all your financial needs.

• Comprehensive Banking Solutions
• Cash management solutions
• Currency solutions
• Specialized credit solutions
• Cross-border banking
• Will and estate planning provided by TD specialists

DISCOVERY | Within TD Wealth Private Banking, I am committed to delivering an exceptional client experience that begins with a comprehensive discovery to understand and uncover your unique needs, circumstances and long-term objectives. By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are. 

INTERESTS | In my spare time I love to travel, read and cheer for my favorite hockey or football team. I love spending time with my son as well as my family and friends.

ADDITIONAL CONTACT

Branch Office: (905) 331-2532

LANGUAGES

English

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.

Responsible investing on the rise: Doing well while doing good

Responsible investing isn't just for millennials anymore. Kim Parlee speaks with Andrea Robertson, TD Wealth, and Damian Fernandes, TD Asset Management on the opportunities and challenges, and why doing good can also be very good for your bottom line

What should I do if there’s a recession?

I keep hearing experts say we may have a recession. Should I get my money out of the market?

TD Economics

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Monthly Perspectives - The Final Act

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Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

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