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Daniel De Dominicis

Portfolio Manager

  • B.A. Economics
  • CIM®

Working together to help you achieve what truly matters to you

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Your Needs
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Financial solutions tailored to your evolving needs

Growing your wealth. Protecting what matters. Maximizing tax saving opportunities. Leaving a legacy for the next generation.

These are the goals of many high net worth investors. While you likely know what you want to achieve, you may not have the professional knowledge or experience to get there.

The good news is, my team and I can help.

We regularly help affluent investors who find themselves in transition: getting ready to retire, selling a business, going through a divorce, mourning the loss of a loved one, building a net-worth and planning to pass on wealth, tax efficiently, to the next generation. No matter your phase of life, we can help articulate your financial goals and devise a strategic plan for reaching them. You can turn to us for all of your wealth management needs.


Our Mission
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Our mission is to be the trusted advisor of choice for affluent Canadians and their families; developing a robust plan for the future to counter adversity and the uncertainties life brings.


Our Process
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We pride ourselves on understanding you and your priorities.

By investing the time to discover what matters most to you and your family – and uncovering your financial blind spots – we can develop strategies to improve decision making and a wealth management plan that is tailored to your unique needs.

A disciplined approach

As part of TD Wealth Private Investment Counsel, our investment offering is supported by the same high-calibre methods, strategies and rigour used to counsel Canada’s largest pension funds and foundations.

Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.


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Putting your interests first

As Portfolio Managers, we have have a duty to always act in your best interest with unbiased objectivity. 

In addition, our team is committed to service excellence, transparency and effective cost control. We are available and responsive; clients regularly turn to us to for straightforward, direct and thoughtful answers to their questions and concerns. In short, we are their go-to resource for every critical financial decision they make – from applying for a mortgage, to buying a new car, to planning for retirement.

Offering comprehensive strategies

We have access to a broad range of resources and specialists, and can leverage their expertise, when appropriate, to help you meet your evolving needs through goals-based planning.

TD specialists can assist as needed with:

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Deep Discovery + Disciplined Approach + Comprehensive Strategy =

Trust and Confidence

 

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.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1.  Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

When to update your estate plan: 5 key life moments

So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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