The Scoleri Group Wealth Management, Portfolio Manager,Mississauga, ON

Welcome to The Scoleri Group Wealth Management

We offer wealth and investment management solutions to a select group of personal and institutional clients.

We have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. We specialize in working with clients who understand the value of tailored service and advice.

The Scoleri Group Wealth Management
Address: 20 Milverton Dr., Suite 200, Mississauga, Ontario L5R 3G2
Phone: (905) 501-1160

The Latest at TD Asset Management

To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.

Market Perspectives: The Year Ahead 2025

The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

TDAM: WAAC Perspectives

The WAAC maintains its overweight outlook to equities, expecting positive earnings growth of ~12% for the S&P TSX Composite Index and ~14% earnings growth for S&P 500 Index companies in 2025.

A Holistic Wealth Strategy That Changes As You Do

As your needs evolve, so will the services and solutions we can provide. We'll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we'll be there with breadth of our expertise and the personalized attention you deserve.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

TD Wealth Private Banking

With Private Banking, you’ll get support tailored to your needs including personalized solutions and exclusive benefits. Our in-depth discovery process allows us to understand how you make financial decisions, so our Private Bankers can match products and services to help simplify your finances. Private banking offers:

Comprehensive packages through premium private banking accounts with unlimited transactions.
Holistic banking support with versatile solutions for deposits, cash management, and flexible credit. Your Private Banker can also connect you with the right TD specialists to support estate and will planning, tax planning, retirement income planning and more.

TD Commercial Banking

TD Commercial Banking solutions can help move your business forward with tailored products & services. By understanding how you operate, TD Commercial Banking Relationship Team can make banking recommendations to help with the unique aspects of your business. TD Commercial Banking is committed to your business and actively manages relationships and recommends banking products which can help you run and grow your business.

TD Wealth Private Trust

If you've ever wondered "why do I need an estate plan?" we can help explain everything, from inheritances and trust funds, to what an Executor of Will does, what Powers of Attorney are, what a Trustee does, how we may help those who find themselves in those positions, and much more. TD Wealth Private Trust offers estate and trust services including TD Care Connect, assisting clients and their caregivers, in the management of their financial affairs and support for personal care arrangements, plus:

Power of Attorney services to help when you need it
Executor services to administer your estate or that of a loved one
Trustee services to transfer wealth efficiently
Support for those in these roles

TD Wealth Family Office

At TD Wealth Family Office, we understand the evolving complexities of Canada's wealthiest families. Our team consists of multi-disciplinary, experienced specialists from our Private Wealth Management businesses who will work closely with you and your family to help define and achieve your evolving objectives. Leveraging our insights and resources, together we will develop comprehensive solutions for your most sophisticated needs. We strive to exceed your expectations delivering exceptional service and customized solutions in:

Tax and Estate Planning
High Net Worth Planning
Investment Management
Business Succession Planning
Philanthropic Planning
Private Banking & Credit
Multi-generational and legacy planning

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

The Scoleri Group Wealth Management