Tina Koutetes

Your Goals, Our Priorities
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Tina Koutetes

Senior Private Banker

PFP®

B.Comm.

Working together to help you achieve what truly matters to you

Phone

Office

(905) 890-4155

Office Location

20 Milverton Drive 2nd Floor Mississauga, ON L5R 3G2. map

As a Senior Private Banker, with over 25 years of financial services experience, I have actively focused on providing comprehensive financial management and solutions to high net worth clients and their families. I have demonstrated a commitment to continuous education and have earned the professional designation of Financial Management Advisor (FMA). In addition, I have completed the Certificate in Retirement Strategy, the Professional Financial Planner (PFP) and have attained a Bachelor of Commerce degree from the University of Toronto.

To provide personalized service and attention to detail, my team and I work with a limited number of clients. This approach allows us to serve our clients' everyday banking transactions, cash management and credit needs quickly and efficiently. Our goal is to work with our clients and their professional advisors to guide them through a broad range of individually structured wealth management solutions that encompass all their lifestyle needs. I am able to provide this level of personalized service by drawing on the expertise and resources of our exceptional team of estate, trust and investment professionals.

As an experienced financial services professional, I will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Phone

Toll Free

(888) 814-9597

Certificates

PFP®

B.Comm.

Languages

English

Dedicated To 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 the time to understand 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.

Benefits of Private Banking

A full-spectrum approach. We go beyond the numbers to truly see the whole you.

Premium Banking Solutions

From everyday transactions to complex banking services, we tailor our solutions to suit your needs.

Tailored Credit Strategies

We'll help you access credit by sharing strategies such as equity monetization, foreign exchange hedging and more.

Cross-Border Banking

Whether you want a U.S. mortgage or are simply paying a bill, we’re equipped to serve your cross-border banking needs.

Experienced TD Specialists

Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.

We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

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.

A Distinct Discovery

Anchored in a deep understanding of you

To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.

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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