John Maggisano
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With over 20 years of investment experience, I am focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients. I work with a talented group of professionals and have complete access to their specialized insight and the resources at TD Wealth and TD Bank Group teams.
My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate specialists are brought in when required, to apply their unique perspective to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
I hold designations including a Master of Business Administration, Canadian Investment Manager and Certified Financial Planner. Outside work, I'm involved with community charity events and local hockey organizations.
Certificates
B.Sc.
CFP®
MBA
Education
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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.
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