Bev Pestano's Linkedin Analytics

With over 35 years of financial services experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individuals and their families, estates & trusts, and charitable and business organizations. Winning 4 TD MERIT Awards (The MERIT Award is an integrated program that rewards and recognizes sales employees at TD Wealth who meet and exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: Motivation, Excellence, Results, Integrity and Teamwork) I continue to strive to understand our clients' evolving needs and provide advice and solutions to match their needs. I hold the Personal Financial Planner designation and completed the Certificate in Retirement Strategy. I also hold the Certified Executor Advisor designation. Family and community involvement is important to me. Helping you achieve your vision of success. At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. /*********/ Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer