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Beverley Pestano

Wealth Advisor

  • PFP®
  • RRC®
  • B Comm.

Working together to help you achieve what truly matters to you

About Me

With over 35 years of financial services experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individuals and their families, estates & trusts, and charitable and business organizations.

Winning 4 merit awards (The MERIT Award is an integrated TD Wealth program that rewards and recognizes the exceptional achievements of the top employees across the organization. It focuses on   Motivation, Excellence, Results, Integrity, Teamwork)

I continue to strive to understand our clients evolving needs and provide advice and solutions to match their needs.

I hold the Personal Financial Planning designation as well as the professional a certificate in Retirement Strategy and Wealth Management Techniques.

Family and community involvement is important to me. I actively participate in various events and fund raisers including: Big Brother Big Sisters, Million Dollar Smiles and Juvenile Ride for Diabetes, Yellow Brick House and Hope Worldwide of Canada.


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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Going beyond the financial picture

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.

ADDITIONAL CONTACT

Toll Free: (888) 763-1153
Branch Office: (905) 707-6757

LANGUAGES

English

COMMUNITY INVOLVEMENT

Hope World Wide of Canada, Big Brother Big Sister support, Out of the Cold program

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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.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

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.  

Do you know someone who would benefit from my services?