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Jeff Wass

Wealth Advisor

  • CEA
  • FPSC Level 1®

Working together to help you achieve what truly matters to you

At TD Wealth, we believe that each client's needs are truly unique. Our goal is to offer customized wealth advice you deserve – and we can do that only by fully understanding you. That's why we take the time to understand 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.

As a Wealth Advisor, I will take clients through a deep discovery process to understand your priorities and connect you with a core team of TD specialists with expertise in everything from Estate & Trust planning and philanthropy, to business succession and tax planning. Dedication to exceptional client experiences and innovative financial strategies are the foundations of what TD Wealth has to offer.

I have been providing my clients with tailored wealth management solutions for 23 years. My clients include medical professionals, business owners and high net worth Canadians who require a Wealth Strategy.

When I'm not working with clients, I enjoy photography and hiking with wife, Judy and son Maddox.

Helping you achieve your vision of success

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

Fax: (519) 663-1559
Branch Office: (519) 667-5918

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.

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.

Responsible investing on the rise: Doing well while doing good

Responsible investing isn't just for millennials anymore. Kim Parlee speaks with Andrea Robertson, TD Wealth, and Damian Fernandes, TD Asset Management on the opportunities and challenges, and why doing good can also be very good for your bottom line

What should I do if there’s a recession?

I keep hearing experts say we may have a recession. Should I get my money out of the market?

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from my services?