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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.

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

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If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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