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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 Banking services, I work with a team of wealth professionals and TD specialists which include Portfolio Managers, Investment Advisors, Private Trust Officers and Business Succession Planners. Together we assemble a comprehensive goals-based plan which covers the complexities of tax planning, cash management, long-term investing and estate planning strategies. 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 16 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 three children 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.

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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.  

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