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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.

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?