Chris Donato
Portfolio Manager and Investment Advisor Td Wealth Private Investment Advice @TD
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WORK HISTORY
Portfolio Manager and Investment Advisor Td Wealth Private Investment Advice @TD
CA
Advise clients and high-net-worth investors on long-term financial planning and asset management.Day-to-day responsibilities include:• aligning clients\' goals, risk profile and investment strategy• wealth enhancement, estate planning and charitable giving advice• integrating clients\' advisory team for coordinated outcomes
EDUCATION
McGill University
Bcomm
ABOUT CHRIS DONATO
As a portfolio manager and investment advisor at TD Wealth Private Investment Advice, I\'ve seen firsthand how a long-term financial strategy—paired with a caring advisor—can reassure people with a plan for the future. I especially love the people part of what we do. That’s why Noonoo Pinsler Donato Family Wealth Management’s service-oriented, people-first approach has been such a perfect fit.I started my career at TD over 20 years ago and have learned along the way that, by its nature, the financial industry is volatile. So our mission must be to stay attuned to our clients’ needs and guide them through the ups and downs with a steady hand and an eye toward growth.Whether we’re providing tax advice or wealth transfer, we aim to provide a well-rounded, educated and objective point of view. Our services are customized for each client, and we check in regularly to ensure we\'re aligned with their expectations. For me, this involves:• risk assessment and portfolio construction, upkeep and analysis• personal outreach to existing and new clients• cultivating our relationships with resource centers• proactive research of the industry and market forcesStaying active keeps me connected outside the office. I’m an avid runner, tennis player, golfer and skier—and a die-hard Habs fan. But it’s as much about getting to spend quality time with family and friends as the games themselves.Specialties include: investment consulting | advanced wealth planning | relationship managementGet in touch:c••••••••@td.com51••••••35Noonoo Pinsler Donato Family Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociauxInformation provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.
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