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Glenn Venner

Wealth Advisor

  • PFP®
  • CFP®

Working together to help you achieve what truly matters to you

As a professional Wealth Advisor with TD Wealth Private Banking, I specialize in providing comprehensive financial management and holistic planning strategies to a select group of exceptional individuals and their families through our Private Banking services.

I am fortunate to lead a team of banking and credit professionals to personally assist you and your family. My team and I work with a limited number of clients and this focused approach allows us to spend more time helping our clients and working with them and their other professional advisors to deliver integrated financial solutions.

I have over 15 years of experience as a professional financial planner and extensive accreditation which includes; Certified Financial Planner (CFP®), Professional Financial Planner (PFP), Registered Retirement Consultant (RRC®), Certificate in Retirement Strategy and I am currently working towards the Chartered Strategic Wealth Professional designation.

The foundation and success of my practice has simply been based on delivering exceptional service along with a sincere desire to help my clients achieve their future financial goals. I consider it a great privilege to work very closely with a small group of high net worth and ultra-high net worth families and I am extremely proud that many of my clients consider me as a trusted “Quarterback” or “Director” of their overall wealth strategy.

I am looking forward to meeting with you and the opportunity to learn more about your future financial goals. I am positive that working together, we can update and strengthen your current wealth strategy and if necessary, discuss the benefits of implementing strategies that continue to help grow and protect your wealth.

ADDITIONAL CONTACT

Branch Office: (416) 983-0239

LANGUAGES

English

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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