Anthony Teodoro
Financial Planner
BA
CFP�
PFP�
Building your financial future – together
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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. 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 have been working in the financial services industry since 2011. During the last 13 years, I have focused exclusively on financial planning and fostering strong client relationships. I hold a Bachelor's degree in Economics and have also completed the requirements for the PFP®; - Personal Financial Planner designation conferred by the CSI.
Certificates
BA
CFP�
PFP�
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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.
Success Begins With Understanding
Your hopes and expectations are at the heart of your financial plan.
That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Our Clients
We are honoured to serve a diverse group of clients. Below are some segments of clients we serve.
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.
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.
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.
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.
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