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With over 25 years of diverse experience in financial services, it is Rosanna's responsibility to introduce existing TD clients, as well as valued prospective clients to the world of private wealth management, and to bring to life all of what TD Wealth can do to help simplify the lives of the organization's top relationships.
Rosanna seeks to find out what truly matters most to the client, and how TD Wealth's platform can support each unique individual, family and organization. From core banking and credit, through tailored investment management, all the way to medium-long term considerations like Will & Estate planning strategies, Rosanna is there to act as lead and guide of the wealth strategy more broadly.
At TD Private Wealth Management, we believe that each client’s needs are truly unique. Our goal is to help, 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. We are dedicated to delivering tailored, comprehensive, wealth management strategies that are established from 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.
Branch Office: (613) 782-1270
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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