David Forte, Financial Planner,Markham, ON

Phone

Office

Office Location

3500 Steeles Av E Twr 1 Lev 5 Markham, ON L3R2Z1. map

As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. Through TD Wealth Financial Planning Direct, my services are offered remotely, so clients can access financial planning support from home, the office, or anywhere else. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.

In my role, I focus on four key areas:

Build net worth – Identifying investment solutions that align to my clients' evolving needs.
Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.
Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

I am passionate and committed to helping my clients feel more confident in their financial future.

Phone

Fax

(416) 586-1508

Certificates

CFP®

Frequently asked questions

Get answers to your financial planning questions.

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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

Let's Connect

Who we are

With decades of combined experience and a deep knowledge of the challenges that face our clients, we are well-positioned to provide clients with tailored, effective wealth management strategies. We work diligently to identify your financial objectives and then develop an investment portfolio to help you reach those objectives while staying the course through all market cycles. Helping you make better decisions is at the core of our approach.

Our balanced approach includes determining the right mix of growth and guaranteed investments that will help make your vision of success a reality. Throughout, we remain committed to offering personalized service, with an emphasis on accessibility and open communication.

Where it’s appropriate, and to assist with the development of a truly comprehensive plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.