Anthony Cascone

Make every step count. Contact me to learn how you can earn up to $1850.1

Share your financial goals with us and we can help you build a personalized financial plan to start achieving them.
1Conditions Apply. Offer ends March 3, 2025.

Start Here
Anthony Cascone

Senior Financial Planner

PFP®

CFP®

Building your financial future – together

Phone

Office

(416) 241-5852

Office Location

4499 Highway 7 Woodbridge, ON L4L9A9. map

See Additional Office Locations

As a planner with TD Wealth Financial Planning, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. 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 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.

Certificates

PFP®

CFP®

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.

Interesting articles to explore

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. Read more here.

WIO: Monthly Perspectives

Every year around this time, the Wealth Investment Office reaches out to TD’s “Three Chiefs” when it comes to the financial world: Chief Economist Beata Caranci, Chief Wealth Strategist Brad Simpson, and Chief Investment Officer David Sykes. Together, they offer an invaluable pool of insights that help to frame the economy, the markets and where we go from here as investors.

Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
  • Work with you to understand your priorities.
  • Create a wealth plan that considers your financial picture.
  • Schedule regular check-ins to track progress.
  • Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
  • Offer ongoing support to help you move forward confidently.

Start your medical or dental career off in the right direction

It's never too early to start planning for your financial future, even as a student. Contact me so we can talk about what you can do now to get started.
  • Assess your financial situation and establish a budget
  • Develop a debt management strategy
  • Provide ongoing advice

4 steps to your financial roadmap for life

Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.

Your Financial Planning Experience

1.Initial Discovery

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

2.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.

3.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.

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. 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.

3. 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.

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.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

Article

Capital gains and other proposals in question after government halted

Prime Minister Justin Trudeau is stepping down and all parliamentary business in Ottawa has been prorogued. How will this impact proposed tax changes including new capital gains rules? And what can Canadians do now? Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, joins Kim Parlee to discuss the situation and what it could mean for your tax planning.

Article

2025 resolutions: 4 things you can do now to improve your fiscal fitness

Starting the new year on the right foot, financially, may be easier than you think. Are you ready to strengthen your wealth building muscle? Here are four ways to get your money doing some of the heavy lifting.

Article

"Is it too late to say no?" What you should know about being an executor

Managing a loved one's Will after they have passed is a laborious responsibility, even for simple estates. If you've already agreed to the job, here's how you can make it a little easier.