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Frank Scoleri

Portfolio Manager

  • CFA®
  • CIM
  • FCSI®

Working together to help you achieve what truly matters to you

Astute Wealth Counsel with Passion and Integrity

As a team of highly-experienced discretionary advisors, we serve a select group of high net worth clients, overseeing their family wealth and legacy planning with professional, high-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:

  • Provide professional, high-quality and trustworthy advice in a manner that you can fully understand. 
  • Build strong relationships.
  •  Place your family as our top priority. 
  • Oversee your family wealth and legacy planning. 
  • Provide advice you may not have received from your accountant, tax advisor or financial planner.
  • Aim to be transparent, honest and open regarding our process, day-to-day services, fees, and all facets of your account.
  • Honour your risk tolerance. 
  • Issue statements that clearly show your returns and costs.
  • Provide objective advice based only on what’s right for you and does not depend on any product kick-backs or compensation to us.
  • Deliver smart, adaptable, efficient, reliable, easy-going, caring and accommodating wealth services.

Bridging Multiple Wealth Needs

We are committed to finding solutions for you beyond investment management and can connect you to specialists across TD Bank Group and third-party advisors. These specialists can provide commercial banking, private banking, business loans, insurance strategies, mortgages, Wills, estates, trusts, and strategic philanthropy solutions.

Many of our clients are owners and operators of family businesses who have recently had a liquidity event or require assistance transitioning wealth, and TD business succession planners can deliver valuable advice.

Learn what it’s like to work with us. 
We would be happy to connect you with some of the clients we have advised for a long time. 


Advantages of working with TD Wealth Private Investment Counsel

We can offer affluent investors an elevated wealth experience through five key differentiators:

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ADDITIONAL CONTACT

Branch Office: (905) 501-8105

LANGUAGES

English

View our brochures online

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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.

REQUEST AN APPOINTMENT

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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?