Samantha Ross
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As a Private Banker, my team and I take a holistic approach to helping meet our clients personal banking needs through a wide range of banking and credit solutions. With busy lives and growing wealth, I am here to support you and your family through each stage, and offer a variety of solutions to support you.
I work closely with clients to help identify their financial goals and then engage TD Specialists who can help clients create and implement an integrated wealth management solution. I provide high touch financial management for clients day-to-day banking and personal lending needs.
Moreover, I focus on identifying undiscovered financial goals and connecting our clients with TD Specialists who are able to provide expertise and guidance on a wide range of products and services tailored to each client's specific investment, estate planning, trust and business succession planning needs.
Languages
English
French
We will help you achieve your vision of success through:
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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Gearing up for 2024: Tax and rule changes coming in the new year
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