Skip to main content

Joe Szpeflicki

Wealth Advisor

Committed to understanding your needs and helping you achieve your vision of success

Discovering what Truly Matters to You is more than a tag line at TD, we believe what truly matters to an individual and their family is as unique as the individual themselves.  At TD Wealth Private Wealth Management our approach to understanding what matters to our clients is what sets us apart. We take a goals based planning approach and layer on behavioral finance to create a tailored wealth plan that is unique to you and your family.

Supported by the significant resources of TD Bank Group, Wealth Advisors help to facilitate customized wealth management solutions; investment management, banking and credit, estate planning, developing a charitable giving plan, retirement planning, business succession planning or planning for the next generation.  I work with successful individuals, business owners, professionals and their families who want more personalized attention for their wealth and banking needs.  Utilizing our comprehensive wealth management team and TD Specialists across TD Bank Group, in addition to working with your existing professionals, helps to ensures a truly integrated and thoughtful approach.

I look forward to exploring how we can help.

ADDITIONAL CONTACT

Toll Free: (888) 850-7379
Branch Office: (519) 885-8483

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?