Anthony Pak
Sales Professional @Td Insurance
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WORK HISTORY
Sales Professional @Td Insurance
Toronto, ON, CA
EDUCATION
Carleton University
Bachelor of Arts (B.A.), Economics
CPA Ontario
In-Depth Tax Program, Taxation
Carleton University
Bachelor of Commerce (B.Com.), Accounting
ABOUT ANTHONY PAK
I am a Wealth Advisor with TD Wealth Private Client Group. I am passionate about applying my financial knowledge and expertise to help my clients develop a holistic financial strategy for their businesses and personal lives. I take the time to understand what matters most to my clients and help them achieve their goals. I have extensive industry experience and deal with Estate and Trust Planning, Private Banking, Investment Advisory, Business Succession Planning, Charitable Giving, Lending (Commercial and Personal), and Insurance. To continue to add value to my clients I have completed the following professional designations: Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), Certified Financial Planner (CFP), and Chartered Life Underwriter (CLU).
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