Stanley Warsza
Phone
Office Location
With over 25 years of financial services and investment experience, I provide personalized investment solutions, incorporating a life planning approach for families, businesses, estates & trusts, and charitable organizations that will help them achieve their goals over their entire lifetime.
As a Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients. I work with a talented group of specialists and have access to their expertise and the resources of these TD specialists. My role is to create a fully integrated and comprehensive plan for my clients, by having the appropriate specialists brought in when required, to apply their knowledge to a particular situation. This can range from tax, financial and estate planning including credit and insurance needs, philanthropy, and business succession. I believe that this relationship is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life. In collaboration with TD specialists, our team can help address virtually any trust, banking or investment matter that a client might bring before us.
I am a graduate of the Royal Military College of Canada with a Bachelor of Arts degree in Economics and Commerce and hold the Certified Financial Planning and Chartered Financial Analyst designations. I have completed the Canadian Securities, Canadian Options and Futures courses, along with Trust Course for Portfolio Managers, Certificate in Retirement Strategy and am a Life Insurance Advisor through TD Wealth Insurance Services. I am a member of the Winnipeg Society of Financial Analysts and The Estate Planning Counsel. I have recently retired from working with the Royal Winnipeg Rifles and the Queen's Own Cameron Highlanders of Canada, two Reserve Infantry units in Winnipeg.
THE FIRM - TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $32.6 Billion in assets (as of the end of December 2019). The offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.
CLIENT EXPERIENCE - As a discretionary-licensed Portfolio Manager, I uphold myself to the highest ethical standards in the industry to ensure my clients' interests are first and foremost. As my client, you can expect:
- Ongoing discovery
- Timely reporting
- Regular portfolio reviews
- Investment Policy Statement
- Investment Planning
- A transparent approach to fees
- Continuing education to stay relevant and informed to best advise you
DISCOVERY - Within TD Wealth Private Investment Counsel, I am committed to delivering an exceptional client experience that begins with a comprehensive discovery to understand and uncover your unique needs, circumstances and long-term objectives. By taking you through our distinct discovery process, which utilizes principles of, behavioural finance theory we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are
Certificates
CFA®
CFP®
Languages
English
Community Involvement
Winnipeg Society of Financial Analysts, Winnipeg Estate Planning Council, Queen's Own Cameron Highlanders of Canada Advisory Board member
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
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.
Your unique goals
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.
Our Clients
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Money Talk
Article
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
Gearing up for 2024: Tax and rule changes coming in the new year
Article
Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
Print Transcript
TD Economics
Article
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
PDF
Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
Article
Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
Print Transcript
Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
Print Transcript