Chris Mantzoutsos
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As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, I have over 15 years of experience developing and nurturing long-term relationships with a specific group of high net worth families, Not For Profit foundations, charities and trusts.
Our team approach aids in ensuring continuity and seamless service. While working with our clients we strive to gain a full understanding of their unique needs, circumstances and specific long-term goals. We will then develop and implement a cohesive and dynamic wealth management plan to help achieve those goals throughout their lifetime.
Our goal is to provide clients with genuine stewardship, knowing that their wealth is being managed prudently and with their best interests in mind. We strive to provide our clients with the excellent level of service they expect and deserve.
Our clients gain the freedom to pursue other priorities while having comfort knowing that there is a team of disciplined wealth management professionals working for them, including our colleagues within TD Wealth; a team of professional and experienced banking, trust, estate, financial planning and insurance professionals who are engaged to ensure that all of their financial needs are addressed. I am a CFA® charterholder, and am a member of the CFA Institute and the Toronto CFA Society.
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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.
Trending Articles
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