In Good Standing
First Certified in 2000

Albert Simonetta

Senior Portfolio Manager and Senior Investment Advisor, TD Wealth Private Investment Advice

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Contact info

Phone Number905-501-1918

Disciplinary history

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No

Scheduled proceeding

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No

Financial planning services offered

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Education planning Estate planning Professional corporations Retirement planning

Minimum investible assets

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$1,000,000 or more

Location

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2020 Winston Park Drive Suite 301, Oakville, ON, Canada, L6H 6X7

Directions

FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.