.png?height=161&width=161
"Victor Simas"){kind=spacer}
.jpg?height=161&width=161
)
.jpg?height=161&width=161
)
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
MAP
LIST
.png?height=161&width=161)
Victor Simas
Senior Portfolio Manager
- CFA®
- CPA, CA
- BBA (Hons)
2300 Steeles Avenue West Suite 180 Vaughan, ON L4K 5X6Map
.png)
Wealth planning for the future
Your focus is on your business life and your family’s needs, and you don’t want to worry constantly about market fluctuations. With your financial complexities, you need an advisor who can demystify the financial world and help you build a clear and unified strategy.
Each one of our clients leads a busy, demanding life with unique needs and goals, so they rely on us to develop comprehensive plans that integrate and balance wise financial choices, taking every component into consideration. Our clients trust our advice and commit to it in order to weather the markets and build their wealth.
We are able to bring you access to TD specialists with expertise in insurance, tax, and estate planning. To learn more, click the image below:
Understanding, discipline and stewardship
Our top priority is to get to know and understand what truly matters to you. We start by using principles of behavioural finance to learn about your plans, your family and your motivations at a deep level. We work with you to stay disciplined through the ups and downs of the market, and we steward your decisions with empathy and a duty of care. We approach your wealth management with all of these in mind and chart a course to help steer you towards your goals.
Together with TD specialists, we will help ensure you are prepared for life’s changes and choices, including business-succession planning, retirement, marriage, divorce, gift-giving, philanthropic strategies and your children’s and grandchildren’s education.
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
ADDITIONAL CONTACT
Toll Free: (866) 331-1404
Branch Office: (905) 660-1802
LANGUAGES
English
EDUCATION
Schulich School of Business
Additional Information
RRSPs:
● Contributions are deductible against your income for Canadian income tax purposes, subject to your contribution limit, and are not taxed until you withdraw them as needed during retirement (ideally at a lower tax rate).
● Taxable withdrawals can be made at anytime, not just during retirement. The annual contribution room is 18% of previous year’s earned income up to a maximum contribution limit, subject to pension adjustments.
● Your contribution limit for 2021 can be found on your Canada Revenue Agency Notice of Assessment for 2020.
● The deadline for 2021 contributions is 11:59 p.m., March 1, 2022.
● Contributions made in the first 60 days of a year can be used for the current year’s or the previous year’s tax filing.
Maximum Annual RRSP Contribution Limits.
Meet The Team
.jpg?width=298)
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
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
Additional TD Specialists
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.
[1].png?height=169&width=)
Do you know someone who would benefit from my services?
