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Joseph DiGregori

Portfolio Manager

  • CFA®
  • B. Comm

Working together to help you achieve what truly matters to you

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Joe is a Portfolio Manager with TD Wealth Private Investment Counsel in Toronto where he provides highly customized discretionary portfolio management services to high net worth clients of TD including Canadian families, corporations, trusts and foundations.  This includes a comprehensive discovery of client goals, objectives and desires to produce an investment portfolio that is well-suited to help meet the ongoing and dynamic needs of each individual client.  

Joe also strongly believes that financial considerations outside of traditional investment management are extremely important in helping clients attain their goals. In collaboration with TD specialists, detailed financial and estate planning, tax management and charitable gifting strategies are important factors that he considers when developing long-term strategies for his clients.

Joe has a Bachelor of Commerce (B. Comm) degree from the University of Toronto, specializing in Finance and majoring in Economics.  He also holds the coveted Chartered Financial Analyst (CFA) designation.

ADDITIONAL CONTACT

Branch Office: (416) 982-7650

LANGUAGES

English

EDUCATION

Chartered Financial Analyst, Bachelor of Commerce from the University of Toronto

Keep Calm and Invest On


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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