Skip to main content

Jonathan Moura

Senior Private Banker

  • PFP®

"Working together to help you achieve what truly matters to you"

As a Senior Private Banker, at TD Wealth Private Client Group, I work with a team of wealth professionals which include Portfolio Managers, Investment Advisors, Private Trust Officers and Business Succession Planners that help deliver peace of mind to my high-net-worth clientele. Together we assemble a comprehensive plan which covers the complexities of tax planning, cash management, long-term investing and estate planning. I act as the main point of contact for my clients and help guide them through all the stages of their lives with the utmost care and professional advice.

I have over 14 years of banking experience with TD.  My experience at TD includes, Retail – TD Canada Trust Branch Manager, Manager of Financial Services and Financial Advisor. In addition to my banking experience, I am committed to continuous education.  I have completed the Professional Financial Planning course.  I have earned a certificate in Financial Services Advice and I am working on completing the Certified International Wealth Manager designation.  I aim to be active in the community by participating in the Big Brothers, Big Sisters Bowl for Kids' Sake and I am always looking to become more active in the community.  I am married with two children ages 1 and 3 and I enjoy everything about hockey, travelling, and spending time with family.

ADDITIONAL CONTACT

Branch Office: (905) 501-8105

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from my services?