Andreka Lapchinski
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As a Portfolio Manager, I understand the unique needs of High Net Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence, thoroughly enjoying this process. I am motivated by my ability to help, and use my skill set to help secure your financial success. When needed, I can provide access to specialists across TD.
Certificates
CFA
B.Sc. (Hons)
Creating a wealth plan to help meet your long- and short-term goals
That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.
Working together, I can also help you:
- Discover your Wealth Personality™ to determine what drives your decisions
- Identify and prioritize your short- and long-term goals
- Find the confidence to take charge of your financial future through advice and planning
Women and Investing
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
Women and Investing
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.
Tailored Solutions
Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can I transfer funds tax-free from my RRIF to a TFSA?
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Can I transfer funds tax-free from my RRIF to a TFSA?
Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.
TD Cowen: Three stocks that could benefit from a Canadian soft landing
Article
TD Cowen: Three stocks that could benefit from a Canadian soft landing
With Canada’s economy widely expected to experience a soft landing, TD Cowen has released a report highlighting its investment strategy for the Canadian equity market. MoneyTalk’s Kim Parlee speaks with Andre-Philippe Hardy, Head of Canadian Research at TD Securities and Andrew Kelvin, Head of Canadian and Global Rates Strategy at TD Securities, about potential economic headwinds and tailwinds and which stocks may benefit.
Trump’s potential longer-term impact on the financial world
Article
Trump’s potential longer-term impact on the financial world
Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.