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Anthony Pak

Wealth Advisor

  • CPA, CMA
  • CFP®

Our discovery and wealth management approach is driven by what matters most to you

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.

A Team Approach

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.

Helping you achieve your vision of success

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.

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ADDITIONAL CONTACT

Fax: (416) 929-2151
Branch Office: (416) 307-9975

LANGUAGES

English

EDUCATION

Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Bachelor of Commerce - Accounting, Bachelor of Arts - Economics

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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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.

Why dinner reservations say more about the economy than GDP

As the digital economy expands and omni-channel buying becomes the norm, traditional data alone is no longer adequate. Anthony Okolie talks with Xin Chen, Vice President of Asset Allocation, TDAM, about the growing importance of alternative data to evaluate real-time impacts on the economy.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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