T. J. Marinelli
Senior Investment Advisor at Td Wealth Private Investment Advice @TD
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WORK HISTORY
Senior Investment Advisor at Td Wealth Private Investment Advice @TD
Windsor, ON, CA
I help high-net-worth individuals, families, and business owners grow and protect their wealth through tailored investment strategies and proactive financial planning.Key responsibilities and results:• Deliver personalized portfolio strategies designed to maximize tax efficiency, preserve capital, and support multi-generational wealth goals • Identify innovative investment opportunities aligned with each client’s evolving needs, risk tolerance, and long-term vision • Provide trusted guidance during key financial decisions, such as business transitions, retirement planning, and estate structuring • Collaborate with tax, legal, and estate planning professionals to implement holistic wealth solutions
EDUCATION
IFSE Institute
Life License Qualification Program (LLQP)
ABOUT T. J. MARINELLI
As a Senior Investment Advisor with TD Wealth Private Investment Advice, I specialize in working with high-net-worth individuals, families, and business owners to craft customized wealth strategies that align with your goals, values, and vision for the future.Whether you’re navigating a business transition, planning a tax-efficient retirement, or preserving wealth for the next generation, I provide trusted advice across every stage of your financial journey.What I help clients achieve:• Strategic growth with disciplined, evidence-based investment solutions • Tax-efficient structures to help you retain more of your wealth • Risk mitigation through smart diversification and asset protection strategies • Legacy planning using trusts, philanthropy, and intergenerational wealth transferMy approach is deeply personal and proactive. I listen first, then guide — delivering clarity, confidence, and continuity to the people and enterprises that matter most to you.Giving Back & Living Fully:Outside the office, I’m proud to support causes close to my heart, including Maryvale Adolescent and Family Services and the Wounded Warrior Project.My greatest joy is time with my wife, our two energetic children, and our golden doodle. Whether it’s skiing in the Rockies, cycling new routes, or exploring new places, I believe in living a life as rich in meaning as it is in momentum.Let’s connect if you’re looking for a long-term financial professional who puts your interests first.Marinelli Wealth Advisory Group is a 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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