Antonio Schipani
Associate Planner
B.Comm.
Building your financial future – together
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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
B.Comm.
We will guide you through the process of estate planning to help ensure your wishes are carried out.
Estate Planning is outlining instructions for distributing your assets in case of death or incapacitation. We will guide you on what you can do and the documents you need to help ensure your wishes are fulfilled.
Key elements of an estate plan
A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.
Key elements of an estate plan
A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.
We will guide you through the process of estate planning to help ensure your wishes are carried out.
Estate Planning is outlining instructions for distributing your assets in case of death or incapacitation. We will guide you on what you can do and the documents you need to help ensure your wishes are fulfilled.
Key elements of an estate plan
A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.
Key elements of an estate plan
A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.
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Estate planning misconceptions: Why a Will may not be enough
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Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
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Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.