Filip Djorgonoski

A financial plan for every aspiration

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Filip Djorgonoski

Senior Financial Planner

B.Comm.

CIM®

CFP®

Building your financial future – together

Contact me

Phone

Office

(416) 239-7695

Office Location

1048 Islington Ave Etobicoke, ON M8Z4R6. map

With over 10 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

I hold a Bachelor of Commerce degree in Financial Services Management from Seneca Polytechnic.

My commitment to continuous education has earned me the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council.

I look forward to exploring investment strategies and solutions with you as we work together toward your unique financial goals.

Certificates

B.Comm.

CIM®

CFP®

Languages

Serbo-Croatian

Frequently asked questions

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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

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.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

High Net-Worth Individuals and Families

We recognize that every family has unique needs. We use our knowledge and experience to design a wealth management strategy to help meet those needs. Involving other TD specialists early in the process lets us simultaneously create professionally managed portfolios and wealth management plans to quickly identify and address priorities.

Business Owners

We know that business owners have specific wealth management priorities. We bring in other TD specialists as needed to identify tax-effective strategies for your key accounts, leverage insurance structures to maximize estate value, and plan the transfer or sale of your business.

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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