Jon Ferrara -TD Wealth Private Investment Advice

380 Wellington St.,, 18th Floorview map

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 servicesProfessional Services

Company founded in:

2013

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.

 

Falon Da Silva

Client Service Associate

Falon joined TD Bank in 2012 as a Customer Service Representative while attending Carleton University. Her curiosity to learn more about banking led her to undertake specialty tasks in the areas of marketing, administration and branch controls. In 2015, Falon moved to London where she continued to hone her skills in marketing and administration as a Customer Relations Coordinator at the TD Westmount branch. Falon joined TD Wealth in 2016, and applies her uniquely creative background, and keen attention to detail to provide seamless client experiences.