Dalisia Duarte
Private Banker
B. Econ
Committed to understanding your needs and helping you achieve your vision of success
Phone
Office Location
As a Private Banker, with TD Wealth Private Banking I understand the often-complex needs that go together with busy lifestyles and growing wealth. I will be your primary point of contact. My goal is to utilize the vast resources and expertise of TD to discover your best financial path and to help you create a personalized plan designed to help meet your current and future needs.
I learned early on that the most valuable asset you can own isn’t something you can lock in a vault — it is education. The belief that lives are transformed through learning shaped my entire worldview: knowledge truly is power. Driven by a deep passion for finance, I earned my degree in Economics to understand the mechanics of wealth. Today, with 16 years of industry experience — including the last 9 years proudly serving at TD — I put that education into practice every day by helping clients turn complex financial strategies into clear, actionable knowledge.
My mission goes beyond managing wealth. I am dedicated to empowering my clients, my colleagues, and my family with the financial clarity and insight they need to make confident, generational decisions.
Certificates
B. Econ
Languages
English
Portuguese
Dedicated To Helping You Achieve Your Vision Of Success
Benefits of Private Banking
Worry less and achieve more when you work with professionals who understand your goals and can help you reach them. We know how valuable your time is, that’s why we manage all your affairs remotely and only meet when needed. Here are some benefits of Private Banking.
Premium Banking Solutions
From everyday transactions to complex banking services, we tailor our solutions to suit your needs.
Tailored Credit Strategies
We'll help you access credit by sharing strategies such as equity monetization, foreign exchange hedging and more.
Cross-Border Banking
Whether you want a U.S. mortgage or are simply paying a bill, we’re equipped to serve your cross-border banking needs.
Experienced TD Specialists
Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.
We will help you achieve your vision of success through:
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.