Seniority
Manager
Department
Other
Location
Hamilton
Industry
Banking
Company size
105K
Contact information
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r•••••••@td.com
Phone
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Background
About Robert Lumia
As a Portfolio Manager, I work hard to understand the unique needs of High Net Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD. As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I strive to deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals. Lumia Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Information 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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