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Rick Bertulli

Senior Private Banker

  • BComm
  • CFP®

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

Wealth advice for every stage of your career

As you develop you career in health care, we're ready to help you with your evolving financial needs. Our specialized team knows and appreciates the unique set of challenges you face as a health care professional and can provide you with products and services designed with your needs in mind.

Whether it's helping to build your net worth or helping you build a practice that reflects your vision and values, we're here to provide advice and tailored services to help you reach your financial goals.

Because you deserve the best banking has to offer

Busy lives and growing wealth often require more sophisticated banking and credit solutions. As your Private Banker we are specialists in these often-complex needs and understand the value you place on responsive service and proactive advice. 

You have meaningful goals and we can help you reach them. Each person's needs are truly unique and our goal is to offer you the relevant, customized wealth advice you deserve - and we can only do that by getting to the heart of what matters most to you. That's why we take a unique approach to understanding you, your family and your values. We want to discover everything about you, all the things in your life which make up your financial DNA.

The innovative discovery tool we use will take you through some behaviour questions so you can better know yourself and how you really make decisions. And when it's all done, a diagnostic using behavioural finance theory will take all that information and tell us how you often behave, how we can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money. 

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Armed with a deep understanding of your priorities and values, we'll build a team of specialists centred around you. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

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Helping you achieve your vision of success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below. 

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ADDITIONAL CONTACT

Branch Office: (519) 663-1962

LANGUAGES

English

View our brochures online

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Meet The Team

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.

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