Joseph Ciampa
Portfolio Manager
CFA®
PFP®
Our discovery and wealth management approach is driven by what matters most to you
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With over 17 years of financial services and investment experience, Joe is actively focused on providing comprehensive wealth management solutions to individuals and families, businesses, estates and trusts, and charitable organizations. As a Portfolio Manager with TD Wealth Private Investment Counsel, Joe is committed to providing a high level of personalized service for his clients.
Our role is to not only build a customized investment portfolio for clients, but to also create a fully integrated plan by having the appropriate professionals brought in to apply their specialized knowledge to each situation. This includes expertise in tax and estate planning, insurance, banking, and credit. Collaborating with TD specialists is crucial to the evolving needs of our clients from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
Joe is a graduate of Clarkson University at Potsdam, NY with a Bachelor of Science degree in Financial Information Analysis. He has worked on Wall Street with companies such as Bear Stearns and J.P.Morgan where he served institutional clients. Joe is a CFA® charterholder and also holds the Personal Financial Planner (PFP®) designation. Additionally, Joe is a Life Insurance Advisor through TD Wealth Insurance Services and is a Portfolio Manager in the provinces of British Columbia, Ontario, Manitoba, Northwest Territory, Saskatchewan, and Quebec.
Outside of work, Joe enjoys spending time with his wife Maria and children Michael and Emilia. He also plays a variety of recreational sports including golf and softball.
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Certificates
CFA®
PFP®
Languages
English
Education
Clarkson University, Potsdam, New York - Bachelor of Science, Financial Information Analysis
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Nick & Justina – Business owners teaming up with TD Wealth
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.
Polly – Moving forward with the right financial plan
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.
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What to expect when working with us
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We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
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Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
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Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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