Private Investment Advice
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1 Private Investment Advice
2 Private Investment Advice
3 The opportunity to participate in a proprietary online and inperson Discover process that will help us understand what truly matters to you Exceptional services delivered by a dedicated TD TD Advisor who can connect you to specialists with the expertise to help custom design your wealth plan Goals-based planning that ensures your wealth plan reflects your individual vision of success and changes as you do Competitive fees and easy-to-understand information about our fee structure
4 Private Investment Advice
5 Sean D. Thomas, Vice President, Portfolio Manager & Investment Advisor TD Wealth Private Investment Advice Mario Barbaro, CFP, CIM, FSCI, Vice President, Portfolio Manager & Investment Advisor TD Wealth Private Investment Advice (416) (416) Justin Cal, Associate Investment Advisor (416) Susan Chou, Client Services Associate (416) Jasmine Wiktorowicz, Client Services Associate (416)
6 Based on your specific needs, we will engage a team of specialists around you to help achieve your vision of success Your Portfolio Manager
7 Private Investment Advice
8 At TD Wealth Private Investment Advice, we believe in building long-lasting relationships that evolve as your needs change over time
9 Private Investment Advice
10 We will take you through a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you
11 Our Approach Working with you to help meet your changing needs Life Discovery Investment and Wealth Plan Implementation Ongoing Engagement We believe your unique vision should guide your investment and wealth plan
12 Life Discovery Investment and Wealth Plan Implementation Ongoing Engagement Our Approach It starts with an understanding of your vision Your life journey past, present and future Your personal values and beliefs Your vision of success Your current situation Your specific milestones Then we help translate your vision into goals Defining meaningful goals and setting priorities is the key to creating an investment and wealth plan that is uniquely tailored to you We believe your unique vision should be the foundation of our approach
13 Life Discovery Investment and Wealth Plan Implementation Ongoing Engagement Our Approach We bring in the expertise you need You have access to the full spectrum of capabilities available at TD We believe in leveraging our broad expertise to design your investment and wealth plan
14 Private Investment Advice
15
16 Life Discovery Investment and Wealth Plan Implementation Ongoing Engagement Our Approach Goals-Based Investing We will construct your portfolio in a matter that we believe will best serve your specific goals. Whether your are building your assets or shifting into retirement, our objective is to help you feel more confident in your decisions and about your future. We believe that we can help you achieve this through insightful counsel, a disciplined investment and planning process as well as a focus on effective risk management. Create a legacy Purchase additional property Attain desired lifestyle in retirement Fund children s education Care for aging parents Transition business We believe that each of your unique goals deserves a dedicated investment strategy
17 The Wealth Advisory Services team are dedicated specialists delivering a broad range of services for you and your family, including:
18 Wealth Advisory Services In Collaboration with our TD Specialists Tax & Estate Planner, Wealth Advisory Services Business Succession Advisor, Wealth Advisory Services
19 Lets take the next step together Contact us today to schedule a consultation Mario.barbaro@td.com (416) Wellington St W, 10 th Floor Toronto, Ontario M5K 1A1 Sean.d.thomas@td.com (416) Wellington St W, 10 th Floor Toronto, Ontario M5K 1A1 Visit our website
20 Disclaimers The information contained herein has been provided by Sean D. Thomas, Vice President, Portfolio Manager and Investment Advisor and Mario Barbaro, Vice President, Portfolio Manager and Investment Advisor and is for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual's objectives and risk tolerance. TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank TD Wealth represents the products and services offered by TD Waterhouse Canada Inc. (Member Canadian Investor Protection Fund), TD Waterhouse Private Investment Counsel Inc., TD Wealth Private Banking (offered by The Toronto-Dominion Bank) and TD Wealth Private Trust (offered by The Canada Trust Company). All trademarks are the property of their respective owners The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.
A collaborative approach supported by the strength of TD
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