Andreka Lapchinski, Portfolio Manager,Markham, ON

Phone

Office

Mobile

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 7M8. map

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

Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?

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

Women and investing wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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Investment Planning
Retirement Planning
Transfer of Wealth
Women and Investing

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

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

Empowering Polly to achieve financial success

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.

What We Do

What to expect when working with us

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

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.

Let's Connect

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.

Creating a wealth plan to help meet your long- and short-term goals

Women and Investing

Our Solutions

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Nick & Justina – Business owners teaming up with TD Wealth

Polly – Moving forward with the right financial plan