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It is Anthony's responsibility to introduce existing TD clients, as well as valued prospective clients to the world of private wealth management, and to bring to life all of what TD Wealth can do to simplify the lives of the organization's top relationships.
Anthony seeks to find out what truly matters most to the client, and how TD Wealth's platform can support each unique individual, family and organization. From core banking and credit, through tailored investment management, all the way to medium-long term considerations like Will & Estate planning strategies, Anthony is there to act as lead and guide of the wealth strategy more broadly.
Anthony entered the financial services industry in 2012 as a financial advisor. He provided individuals, business owners and organizations with holistic financial planning advice. Recommending and implementing complex investment and insurance solutions. Prior to 2012 Anthony worked as a professional accountant with various managerial roles in finance.
Outside of work, Anthony has volunteered for CPA Canada by hosting financial literacy seminars and served on a condominium board. In his spare time, you will find him biking, playing tennis or attending social events.
As a team, our mission is to connect with each and every audience using wealth management techniques they can understand and pronounce – with no surprises. Clients who have been searching for a brand capable of delivering a strategy and experience that is exactly what it says it is; a brand and reputation founded on precision, professionalism, responsiveness, and intuitive understanding of the unique features and needs of high net-worth clients. As a team, we will strive to consistently provide a seamless, interactive and highly professional client experience from discovery to enrollment and beyond.
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.
Fax: (416) 929-2151
Branch Office: (416) 307-9975
Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Bachelor of Commerce - Accounting, Bachelor of Arts - Economics
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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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