Frank Scoleri
Senior Portfolio Manager
CFA®
CIM
FCSI®
Working together to help you achieve what truly matters to you
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Astute Wealth Counsel with Passion and Integrity
As a team of highly-experienced and accredited Portfolio Managers, we serve a select group of high net worth clients, overseeing their family wealth and legacy planning with professional, quality and trustworthy advice they can fully understand.Understanding that TRUST is a process, we begin to build it from our first meeting. We follow up to summarize what we’ve discussed and then build confidence over time by being consistent, giving insightful advice, demonstrating knowledge based on long experience, collaborating with the right TD specialists, investing our time generously, and communicating openly.
We strive to:
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Be Stewards of Your Family's Wealth
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Provide professional, quality and trustworthy advice in a manner that you can fully understand
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Build strong relationships
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Place your family as our top priority
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Oversee your family's wealth and legacy planning
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Aim to be transparent, honest and open regarding our process, day-to-day services, fees, and all facets of your account.
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Create your personal Investment Policy Statement (IPS) and manage your portfolio within guidelines determined together to help meet your goals and objectives
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Issue statements that clearly show your returns and costs (Full online viewing access)
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Provide objective advice based only on what’s right for you and does not depend on any product trailer fees or commission
Bridging Multiple Wealth Needs
We are committed to finding solutions for you beyond investment management and can connect you with TD specialists who have background in law and/or accounting to provide their expertise in the areas of Will & Estate Planning, strategic tax solutions, insurance planning and Business Succession. In addition, we can leverage our broad network across TD Bank Group and connect clients with the relevant specialists at Private Banking, Commercial Banking, personal and business mortgages and retail banking.Owners and operators of family businesses can take advantage of the expertise of Business Succession Advisors at TD Wealth, who can deliver valuable advice regarding the transition of a business
Learn what it’s like to work with us - Ask us for references
Advantages of working with TD Wealth Private Investment Counsel
We can offer affluent investors an elevated wealth experience by utilizing the Four-Pillar approach to Wealth Management at TD Wealth:- Build Your Net Worth
- Implement Tax-efficient Strategies
- Protect what matters using insurance structures
- Leave a Legacy using proper planning
Certificates
CFA®
CIM
FCSI®
Languages
English
Mandarin
Vietnamese
Hindi
Urdu
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
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.
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.
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.
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.
Gearing up for 2024: Tax and rule changes coming in the new year
Article
Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Money Talk
Article
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
TD Economics
Article
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
Article
Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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