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Caroline Witoszkin

Vice PresidentSenior Portfolio Manager

  • CFP®

Working together to help you achieve what truly matters to you

As a Vice President and Senior Portfolio Manager with TD Wealth Private Investment Counsel, I am actively focused on providing a high level of personalized service to my clients.  I have over 33 years of financial services, business and investment experience working with individuals and families and estates & trusts, corporations and charitable organizations.  I take the time to uncover what is truly important to you and develop a unique and specialized strategy to help meet your investment and life goals.  I believe in building strong relationships and helping clients achieve their life goals and objectives through each stage of their lives.  As my client, you can expect:

  •  ongoing discovery
  •  timely reporting
  •  comprehensive reviews tailored to you
  •  transparent fees

As your dedicated relationship manager, I will be able to provide you with access to TD specialists in the areas of:

  • Private Banking
  • Private Trust
  • Wealth Insurance Services
  • Will and Estate Planning
  • Business Succession Planning
  • Direct Investing

TD Wealth Private Investment Counsel is a leading investment management firm managing over $27.5 Billion in assets (as of the end of September 2017).  Our investment offering is supported by TD Asset Management, who is among Canada's top ranked global investment management firms with leading institutional solutions in Canada and the U.S. You will receive the same high calibre investment methods and rigour used by TD Asset Management for clients such as pension funds and foundations.

ADDITIONAL CONTACT

Toll Free: (877) 339-8836
Branch Office: (905) 331-8836

LANGUAGES

English

 

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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You have questions, I have answers. Let's have a quick chat.

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.

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Current Perspectives

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