TD Waterhouse Privte Investment Advce

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443 Spadina Rd
Toronto, ON M5P 2W3
+1 (416) 308-8721
http://financialplanners.td.com

TD Waterhouse Private Investment Advice, located in Toronto, ON, offers financial planning services led by Roman Mazlov, a dedicated Financial Planner in North York. Mazlov, a CFA and CFP®, specializes in crafting fully integrated financial plans tailored to individual goals and circumstances. He places a strong emphasis on understanding clients' objectives and motivations, ensuring a balance between current financial situations and future aspirations.

With a focus on four key areas, Mazlov helps clients build net worth by identifying investment solutions that suit their evolving needs. He implements tax-efficient strategies to minimize tax exposure and protect income when needed. Additionally, he collaborates with TD specialists to safeguard clients' assets and assists in creating plans for effective wealth transfer, emphasizing the importance of leaving a lasting legacy.

TD Wealth Financial Planning takes a personalized approach, focusing on clients' unique goals to develop comprehensive financial plans. By staying informed and adapting strategies to changes over time, Mazlov and his team aim to build long-lasting relationships with clients, guiding them towards financial security and peace of mind for the future.

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