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Mauro Falcone

Wealth Advisor

  • CIWM
  • PFP®
  • FCSI®

Wealth management that evolves as your needs, priorities and circumstances change over time

As a Wealth Advisor, I am a member of the TD Private Client Group who works with an exceptional team of Wealth Professionals which include Portfolio Managers, Investment Advisors, Private Trust Officers and Business Succession Planners that help deliver peace of mind to our Ultra 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. Given my long term experience I am able to navigate and guide my clients through all the stages of their lives with the utmost care and professional advice.

I have over 29 years of Retail Banking and Wealth Management experience and worked for several large Financial Institutions and with TD Bank Group for the past eighteen years. My Experience at TD Bank include, Retail Bank Manager – TD Canada Trust, Private Account Executive – TD Wealth Private Investment Counsel,  Senior Regional Manager – TD Wealth Financial Planning, and Wealth Advisor – TD Private Client Group.

In addition to my extensive Banking and Wealth Management experience, I've acquired the following professional designations: Fellow of The Canadian Securities Institute, Professional Financial Planner, Financial Management Advisor, Certified Retirement Planner and Chartered Strategic Wealth Planner.

With my combined career and educational background I am able to provide a holistic approach to all facets of your banking and Wealth Management needs.

I was a former member of the TD Triec Mentorship program – which help immigrants new to Canada integrate into the Canadian work force. I am married with two children ages 10 and 12 and I enjoy golf, travelling, and spending time with family.

ADDITIONAL CONTACT

Branch Office: (905) 660-1802

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.

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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

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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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