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Helping you achieveyour vision of success
Private Investment Advice
Your TD advisor will take you through a distinctive discovery process that uses behavioral finance theory to uncover the
values behind your personal vision of success and help determine what truly matters to you.
Our discovery process
What do you value?
What do you want to accomplish this year?
How do you feel about wealth?
What will your legacy
be?
What are your
priorities?
What is most
important to you?
What are your goals?
Our approach
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
You
The Daley Group
Through our discovery process we'll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
PrivateBanking
InvestmentAdvice
Estate andTrust
Services
SmallBusinessBanking
Capital MarketServices
PortfolioManagement
WealthAdvisoryServices
DirectInvesting
CommercialBanking
In collaboration with TD specialists
Team of specialists
Wealth Planning
We work with you to develop comprehensive wealth strategies based on your unique circumstances that evolve as you do.
Think of your tailored wealth plan as your roadmap to helping you achieving what matters most to you.
In collaboration with TD specialists
Canadian and U.S.
tax-mitigation
strategies
Business succession
planning
Comprehensive estate
planning
Tax-smart
philanthropic
options
Our TD Wealth team of specialists delivers a broad range of services for you and your family, including:
TD Wealth Services
In collaboration with TD specialists
Tax Mitigation Strategies
Tax mitigation strategies are an integral part of a complete wealth plan. A well-considered wealth plan highlights tax considerations and opportunities, such as:
Tax-efficient Investment Solutions
Maximizing retirement
income
Transitioning assets
to family members
Achieving philanthropic
goalsIn collaboration with TD specialists
Preserving wealth over the
long term
Estate Planning
You are the architect of your legacy and we want to help you with the blueprint.
Our colleagues apply their expertise in estate and trust planning to assist with developing solutions that reflect your personal choices for the future, and the legacy you will leave behind.
In collaboration with TD specialists
Business Succession Planning
We can work with you and your team of external professionals, including lawyers, accountants and business brokers, to help maximize your business's value.
We can also help you create a plan for the transition of your business when the time comes.
In collaboration with TD specialists
This team works with you to establish a tax effective
philanthropic plan that reflects the values that are
important to you and your family.
They can assist with the implementation of a plan which may involve
one of several gift planning vehicles, including the creation of your
own foundation, or using a donor-advised fund such as the *Private
Giving Foundation
Tax-Smart Philanthropic
Options
In collaboration with TD specialists
The services of the Private Giving Foundation, an independent, non-profit charitable corporation, are offered in co-operation with TD Wealth.
Your Private Banker understands the often-complex needs that
go hand-in-hand with busy lifestyles and growing wealth. They
offer personalized service, proactive advice and a range of
services, including:
Premium deposit accounts
Tax-effective borrowing
Complex credit strategies
Specialized banking
Cross-borderbanking
Private Banking
In collaboration with TD specialists
Private Trust
The Estate and Trust Services team will help you take steps today to help preserve and transfer your wealth for future generations.
• Assist you and your family in preparing for the later stages in life through our
will planning service
• Act as power of attorney, provide executor services to settle an estate or serve
as trustee for the protection, management and distribution of trust assets
• Support trustees and executors in carrying out their duties as cost-effectively
and efficiently as possible
They can:
In collaboration with TD specialists
Once your risk tolerance, investment objectives and goals are
determined, we will select a solution that matches your personal
situation.
Investment
Management
Options
StrategyInvestable
AssetsClient
InvolvementDescription
Managed
Portfolio
Discretionary
Portfolio
$500,000 to
$1,000,000
$1,000,000 +
Moderate To
High
Low
Professional investment
management in
collaboration with client
involvement.
Tailored portfolio built
using
fundamental and
quantitative analysis.
Jonathan FlissInvestment Advisor | TD Wealth | Private Investment AdviceT: 416-512-6655 | [email protected]
Your teamLet’s get started
Kevin Daley, CIM®, FCSI®
SVP, Portfolio Manager, and Investment Advisor | TD Wealth | Private Investment AdviceT: 416-221-4999 | [email protected]
Gerson D'Souza, CIM®
Portfolio Manager And Investment Advisor | TD Wealth | Private Investment AdviceT: 416-512-1106 | [email protected]
Ben KalengaClient Relationship Associate |TD Wealth | Private Investment AdviceT: 416-221-8289 | [email protected]
Our Team
Priscilla LiClient Relationship Associate |TD Wealth | Private Investment AdviceT: 416-221-4777 | [email protected]
Rita BehesinilianClient Service Associate |TD Wealth | Private Investment AdviceT: 416-221-5999 | [email protected]
The information contained herein has been provided by TD Wealth and is for information purposes only. The information has been drawn from sources believed to be reliable. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. 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.
The services of the Private Giving Foundation, an independent, non-profit charitable corporation, are offered in co- operation with TD Wealth
The Daley Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
®The TD logo and the other trade-marks are the property of The Toronto-Dominion Bank.
All trademarks are the property of their respective owners.
The Daley Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. who is a wholly-owned subsidiary of The Toronto-Dominion Bank. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.
