Marco DiLorenzo

Marco DiLorenzo

Portfolio Manager

CIM®

Working together to help you achieve what truly matters to you

Contact me

Phone

Office

(905) 707-8035

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8. map

Marco has been a trusted wealth professional with TD Wealth Private Investment Counsel since 2013 with more than a decade of banking and investment experience. Marco is focused on providing a tailored wealth management strategy and a consistent experience for the families, estates and trusts, businesses and charitable organizations he serves.

Marco holds the Chartered Investment Management (CIM®) designation and  is a member of the Toronto CFA Society. He attended the University of Waterloo, earning a Bachelor of Arts degree in Political Science with a minor in Economics in 2008.

Certificates

CIM®

Email Address

marco.dilorenzo@td.com

Working collaboratively to bring clarity

As a Portfolio Manager with TD Wealth Private Investment Counsel, my role is to deliver professional, high-quality and trustworthy advice to my clients. My team, which includes Senior Portfolio Manager David Sanderson, collaborate with individuals, families, trusts, and not-for-profit organizations to overcome the challenges of managing their wealth. We primarily serve York, Durham, Northumberland and Kawartha Lakes regions, with our office located in Markham.

Globalization, tax changes and the complexities of the investment industry have made wealth management an increasingly difficult task for high net worth families and institutions. We provide easy to understand solutions to complex situations. As a TD Wealth Private Investment Counsel client you can expect to be treated with honesty, dignity and respect.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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.
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A disciplined, institutional approach

As part of TD Wealth Private Investment Counsel, our investment offering is supported by the same high-calibre, long-term methods, and strategies used to counsel some of Canada’s largest pension funds and foundations.

Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.

Balance

Maintaining a geographically diversified and balanced investment portfolio through a broad spectrum of traditional and alternative asset classes

Targets

Establishing target percentages for each asset class and preserving a set buffer around those targets

Evolution

Incrementally employing changes in portfolios over time to help minimize risks

Comprehensive planning

Our conservative approach focuses on comprehensive wealth and investment planning. Building, growing and preserving your capital is our primary focus. Through goals-based planning, we measure your returns against your own unique goals rather than market benchmarks