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Bob Kakaflikas

Wealth Advisor

  • CIWM
  • CIM®
  • PFP®

Wealth management that evolves as your needs, priorities and circumstances change over time

With 14 years of financial services experience, Bob Kakaflikas is actively focused on helping to connect you with the appropriate TD Specialist who can provide comprehensive financial management advice and solutions to high net worth individuals and families, estates & trusts, and charitable and business organizations.

Bob has demonstrated a commitment to continuous education and has earned the professional designations of Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and Certified International Wealth Manager (CIWM).

Bob is an experienced financial services professional and will work with you to help you progress towards achieving the goals and dreams.

ADDITIONAL CONTACT

Branch Office: (416) 983-0239

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

As rates rise, does a prescribed rate loan strategy still make sense?

As interest rates rise, the opportunity to achieve tax savings via a family loan strategy is narrowing. Would a prescribed rate loan strategy still be worthwhile as the prescribed rate rises to 3% on October 1st? Georgia Swan, Tax and Estate Planner, TD Wealth weighs in.

As rates rise, does a prescribed rate loan strategy still make sense?

As interest rates rise, the opportunity to achieve tax savings via a family loan strategy is narrowing. Would a prescribed rate loan strategy still be worthwhile as the prescribed rate rises to 3% on October 1st? Georgia Swan, Tax and Estate Planner, TD Wealth weighs in.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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