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Victor Simas

Vice President and Senior Portfolio Manager

  • CFA®
  • CPA, CA
  • BBA (Hons)

Wealth management that evolves as your needs, priorities and circumstances change over time

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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 lean more, click the image below:

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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.

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Together, 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.

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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.

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ADDITIONAL CONTACT

Toll Free: (866) 331-1404
Branch Office: (905) 660-1802

LANGUAGES

English

EDUCATION

Schulich School of Business

Additional Information

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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?