Alex DeBartolo

Alex DeBartolo

Senior Financial Planner

CFP®

QAFP™

Building your financial future – together

Phone

Office

(905) 337-8373

Office Location

2931 Walkers Line Burlington, ON L7M4M6. map

See Additional Office Locations

I have been working in the financial services industry since 2007. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Burlington/Hamilton area. During the last 11 years, I have focused exclusively on financial planning and fostering strong client relationships.

I look forward to working with you to help you achieve your personal financial goals.

Certificates

CFP®

QAFP™

Frequently asked questions

Get answers to your financial planning questions.

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.

Advice for every stage of your career

My team and I offer specialized financial services and support for the evolving financial needs of healthcare professionals like you. 
 
These financial services include access to dedicated specialists who understand the unique challenges of your work, and who can help recommend financial solutions designed to help meet your specific needs. 
 
Whether your vision is to build your net worth or build your practice, you can access advice and services designed to help you reach your financial goals. 

What We Do

We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

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.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Disciplined process

Your Financial Planning Experience

1.Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.Welcome to TD Wealth Financial Planning

Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.

3.Your Financial Plan

Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.

4.Regular Review Meetings

To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

Your Financial Planning Experience

1. Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2. Welcome to TD Wealth Financial Planning

Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.

3. Your Financial Plan

Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.

4. Regular Review Meetings

To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

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