Dino Battigaglia, Financial Planner,Bolton, ON

Working together every step of the way

Focus on what you do best – running your business – with help from my team and I who understand the complexities and the unique challenges you may face. Catering to the needs of business owners and entrepreneurs, our team of specialists can help simplify your finances and create a robust wealth plan.

Achieve your vision through a tailored wealth plan

The business and wealth strategies we can create include:

Tax Planning

We can create a personalized wealth strategy to help improve your tax efficiency and keep income available as you need it.

Credit Solutions

Get help with challenging transactions. We will share tactics for managing cash flow and discuss recommended credit options.

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize returns, and invest tax-efficiently.

Simplify your finances

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 support your needs.
Offer ongoing support to help you move forward confidently.

Exit Planning

Moving on from a business you've created and nurtured can be very difficult. You want to know it will get the same attention you've put into it, if not more. You can expect us to:
Help create a succession plan that outlines your expectation for the continuity of your business.
Recommend strategies for reducing your tax burden, enhancing the value of your business, and growing your wealth.

Diversity and inclusion matter to us

Bring your whole self to your business, we have customized banking solutions for you.