Skip to main content

Rusi Thakkar

Associate Portfolio Manager

  • CIM®
  • B. Comm
  • CFP®

Working together to help you achieve what truly matters to you

Rusi Thakkar is an Associate Portfolio Manager with TD Wealth Private Investment Counsel. Rusi has over ten years of experience with financial planning and investment management. Prior to joining the investment industry, he began his career in India overseeing international business operations with a global export company. Rusi also worked in West Africa and the Middle East, and has held a broad spectrum of roles including international business development and financial risk management.

Rusi takes the time to understand what is important to his high net worth clientele. His clients rely on him for help with investment management, tax management strategies, business succession, and intergenerational wealth planning. Rusi creates comprehensive and integrated wealth solutions for all of his clients.

As a member of TD Bank Group, Rusi has access to full suite of specialists that each has their own sets of expertise in Tax and Estate Planning, Banking and Credit or Insurance needs. Rusi is able to leverage these specialists when building custom portfolios or when tackling complex needs.

Rusi and his wife, Jigna, spend their free time keeping up with an active schedule for their son, Tig. In addition Rusi also spends time practicing yoga and reading Sanskrit books. Occasionally, you will find Rusi at the golf course with his friends.

Rusi Thakkar _ Brochure Banner.JPG
 
 

ADDITIONAL CONTACT

Toll Free: 1(888) 814-9597
Fax: (905) 568-2877
Branch Office: (905) 331-2532

LANGUAGES

English, Gujarati, Hindi, Punjabi

Going beyond the financial picture

Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

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.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1.  Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

When to update your estate plan: 5 key life moments

So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Do you know someone who would benefit from my services?