Jon Ferrara -TD Wealth Private Investment Advice
380 Wellington St.,, 18th Floor
London, Ontario
Company Overview
At TD Wealth Private Investment Advice, Jon's team is a trusted group of professionals that develop comprehensive personalized strategies for high net worth individuals, primarily young business owners and entrepreneurs with a focus on the tech industry. He helps them to protect and grow their wealth utilizing a team that has expertise with investment strategies, retirement planning, tax minimization, estate planning, insurance and business succession planning. They understand that personal and financial lives are closely entwined and that building your wealth, preserving capital, managing risk and taking care of loved ones are all paramount concerns. They take an individualized approach to you and your business and are dedicated to providing a holistic experience.
Core products & services
Investment Strategies
Banking and Credit Management
Protection of Assets and Income
Major Purchase Planning
Business Succession Planning
Retirement Planning
Estate Planning
Risk Management Techniques
Tax Minimization Strategies
Support for a variety of business needs, and charitable giving programs
Industry:
professional services
TechAlliance member since:
2017
Key Personnel
Jonathan Ferrara
Jon has over a decade of experience in the finance and banking industry. He was a small business owner and operator developing systems to manage marketable securities. With TD Bank Group he advised a book of clients with custom tailored advice for their business as a Small Business Advisor. Jon was also on the options and equities trading desk at TD Ameritrade assisting high net worth clients with investments and complex options strategies. At TD Wealth Private Investment Advice he was Advisor of the Year for Canada among his peers in 2015 and has a passion for software and tech, with a Business and Computer Science degree. He enjoys coaching entrepreneurs with business and financial strategies to encourage growth and help them avoid common business mistakes. Let him help you become the next big success story.
Craig Thomas
Associate Investment Advisor
Craig.Thomas@td.com
