Best Investment Service Mississauga Near Me

4worldlovers: Our approach to serving clients is quite clear: your needs always come first.

The Landmark Wealth Management team achieve this by offering quality advice and ensuring the highest level of integrity, service, and professionalism.

Are you looking for a knowledgeable financial advisor who can navigate volatile and challenging market cycles?

Do you require focused wealth preservation strategies to assist you in achieving your personal financial goals?

4worldlovers: I have had the pleasure of working for TD for the past 25 years. All of these years I have spent in Wealth Management and have enjoyed every minute of the journey. In 2010, I was the proud winner of a STAR* Award and thoroughly enjoyed a trip to Beverley Hills, California in the spring of 2011! Prior to joining TD Wealth Private Investment Advice, I worked in the Direct Investing Channel with my last role being Customer Service Manager. In 2005, I joined TD Wealth Private Investment Advice and have held various roles such as Regional Administration Manager, Assistant Branch Manager, Investment Advisor and Branch Manager.

As a TD Wealth Branch Manager, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth in Mississauga and Brampton . Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.

At TD Wealth Private Investment Advice and TD Wealth Private Investment Counsel, we want you to continue along the path of accumulating assets. And we believe we have the opportunities to help you in this quest. In fact, we have access to a leading-edge referral network that has the drive, incentive and commitment to channel qualified leads across the country. This commitment to sharing opportunities is engrained in our culture and allows you to work together with our extended Wealth team for the best possible client experience. If you are an elite, seasoned Investment Advisor or Portfolio Manager, contact me today to learn about the TD advantage.

*The TD Star Award honours employees who have delivered exceptional results and demonstrated Star qualities – Service, Teamwork, Achievement and Results throughout the year. In addition, recipients have met challenging criteria by proactively driving improvements to productivity and efficiency, contributing to the business and developing and implementing key business strategies.

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.


We'll help you identify your priorities and create a plan to address your specific needs. We can help with:


Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.


Investment planning is one of our key strengths and the cornerstone of every wealth strategy


We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.


At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.


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

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

4worldlovers: We are committed to working with your Advisor to help you invest successfully over your lifetime.

Our team of analysts and portfolio managers take the time to actively evaluate market trends and assess risk and return opportunities before crafting a portfolio. After extensive research, we hand-pick investment specialists we trust to find the best ideas and target our clients’ goals. Through your Advisor, we help you understand what you’re getting, keep your experience simple, and give you the attention you deserve.


"Whether your investment strategy is capital preservation, income or growth, we will work with your Advisor to choose a strategy that is right for you."

We are connected to some of the largest and most prominent financial institutions in Canada.

4worldlovers: Do you have investments, but lack a long-term plan? As a Investment Funds Specialist at BMO Financial Group, I can help you define your financial objectives and develop a personalized strategy to meet your goals. The process of building a solid foundation for the future can be easy with the help of a qualified professional like myself.

In working with you, I can help you navigate the financial markets, economy, and investing environment. I can recommend strategies that will help you optimize the return potential of your portfolio while helping you manage risk. Together we will focus on meeting your needs and priorities through effective financial planning strategies. My process includes: