The Ferris DiGregori Group, Portfolio Manager,Toronto, ON | TD Wealth

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Our team provides bespoke wealth and investment management solutions to a select group of personal and institutional clients including high net worth families, business owners, professionals, foundations, trusts, and corporations. We have extensive experience working with wealthy clients from diverse backgrounds and provide holistic wealth solutions to meet their distinct needs.

Through a highly integrated and comprehensive wealth management approach, we work to address your primary focus areas:

4 Pillars - Colour.jpg

4 Pillars - Colour.jpg

1: Unique Understanding
We pride ourselves on engaging in a unique and collaborative consultation to develop a deep understanding of you and your priorities.

2: The TDAM Advantage
Our investment offering is supported by the same high-calibre methods and rigour used by TD Asset Management with pension funds and foundations.

3: True Diversification
By looking beyond traditional asset classes, our portfolios are constructed to help manage risk and navigate an ever-changing investment landscape. Through our alternative investment strategies, your portfolio can have exposure to asset classes which have sources of returns that are less reliant on the direction of the markets.
True Diversification.png

True Diversification.png

4: Genuine Stewardship
Entrusting us with your financial affairs is a responsibility we don't take lightly. As Portfolio Managers, we have a duty to act with integrity, competence, diligence, and in an ethical manner and to place our clients' interests above our own and that of the firm's.

5: Discretionary Investing
By entrusting our team, your wealth is managed for you so that you're free to focus on your other priorities. You no longer have to make daily investment decisions and we can drive your portfolio’s long-term objectives while responding quickly to sudden opportunities and recognizing potential risks.

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The Ferris DiGregori Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.

Meet The Team

Senior Portfolio Manager

Joseph DiGregori

Portfolio Manager

Majinder Sihota

Private Client Service Associate

Private Client Service Associate

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

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Additional TD Specialists

Dale DurandBusiness Succession Advisor

Aleem JanmohamedEstate Planning Advisor

Charley TsaiHigh Net Worth Planner

Ian LebaneTax and Estate Planner

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.

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TD Economics

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

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