Elvira D'adamo
Senior Financial Planner
B.Comm.
F.Pl.
Working together to achieve the financial goals that matter to you most
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With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the Financial Planner (F.Pl.) designation conferred by the Institut Québécoise de Planification Financiere. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Certificates
B.Comm.
F.Pl.
Frequently asked 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.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
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.
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.
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Jenna, Santana and Cody's Story – Family Succession
Navigating Business Succession with Confidence
When it comes to succession planning, things can become very complex. Seeking personalized financial advice can help make it easier.
Jenna, Santana and Cody, were able to provide their dad with confidence to continue through with his legacy. Financial advice and guidance from TD Wealth helped them smoothly transition a family business to the next generation.
Let's connect to learn more about I can help you find confidence in building your financial future.
Our Steps To Preparing A Plan Uniquely Yours
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can a 60-year-old manager afford an unplanned early retirement?
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Can a 60-year-old manager afford an unplanned early retirement?
John is suddenly laid off. Should he find work for another five years, or retire now?
Joyspan: Why a life well-lived could matter more than a long one
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Joyspan: Why a life well-lived could matter more than a long one
Gerontologist Dr. Kerry Burnight spoke with MoneyTalk to explain why joy, purpose and connection may matter more than genetics when it comes to aging well.
Urban heirs, rural assets: How to inherit the farm successfully
Article
Urban heirs, rural assets: How to inherit the farm successfully
Inheriting farmland doesn’t require moving back to the farm. With the right planning, Canadians can keep farm assets in the family and potentially preserve valuable tax breaks for future generations.