Patricia Greco is an Investment Advisor with TD Wealth Private Investment Advice. Patricia offers a full suite of wealth management services to her clients, including tax, investment and wealth planning. Patricia’s dedication to exceptional client experiences and innovative financial strategies are the foundations of her business.
Patricia is a Chartered Professional Accountant and specializes in providing comprehensive wealth management solutions for individuals entering a transition phase in their life who want to work with a professional that empathizes and understands their needs to grow and protect their assets ensuring peace of mind for a secure future.
Patricia has spent over 20 years serving professionals, executives and businesses and actively volunteers and supports various charitable organizations in her community.
Patricia is a single mother supporting her two children. She herself has gone through a divorce and not only has an indepth appreciation of the legal process but also understands the emotional turmoil that accompanies this transition in one's life.
Whether you are in the process of settling your financial arrangements or have already settled your finances, Patricia will meet with you to understand what your goals are, what keeps you up at night and will work with you to devise a financial plan and strategies aligned with your tolerance for risk and uncertainties to help you achieve your goals.
Having traveled the journey herself, Patricia can empathize and is a great sounding board. As a Chartered Professional Accountant, she has the skill set to also facilitate working with you and your legal and accounting professionals.