Gabe Carbone, Portfolio Manager,Calgary, AB

Phone

Office

Mobile

Office Location

200 Quarry Park Boulevard Southeast Calgary, AB T2C 5E3. map

I have been employed with TD Wealth Private Investment Counsel since 2006, and joined our Calgary office in early 2010. Before joining TD Wealth, I was a Trading Analyst with Russell Investments Canada.

Prior to beginning my professional career, I attended the Stockholm School of Economics in Stockholm, Sweden, where I earned a Master's degree (major in finance). I hold a Bachelor's degree (major in economics) from Glendon College, York University, in Toronto. As a CFA charterholder, I am a member of CFA Institute and the Calgary CFA Society. I am also a member of Advocis, the Financial Advisors Association of Canada.

In my free time, I enjoy spending time with my family, and staying active. I enjoy training jiu-jitsu, skiing and biking, and hiking with my dog in Alberta's mountains. I am a member of the Canadian Ski Instructors Alliance, the Canadian Ski Coaches Federation, and currently serve as volunteer Treasurer on the Board of Directors of the Nakiska Alpine Ski Association.

Fundamentally, my approach to wealth management is straight-forward: I favour the simple over the complex; a lower-risk approach over a more volatile one. I hope to provide you with the freedom and confidence that comes with experienced, personal, and professional investment management. I look forward to the opportunity to work with you and your family.

Phone

Toll Free

1(877) 311-3645

Certificates

CFA

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

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Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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Investment Planning
Retirement Planning
Transfer of Wealth

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

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

Empowering Polly to achieve financial success

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.

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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.

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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.

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Investment planning is one of our key strengths and the cornerstone of every wealth strategy

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For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Nick & Justina – Business owners teaming up with TD Wealth

Polly – Moving forward with the right financial plan