1. Wealth management solutions based on you
Rao Movva, CSWP, CIM, FCSI
TD Wealth Private Banking
Wealth Advisor
66 Wellington St. W., 2nd Floor
Toronto, ON M5K 1A2
416-308-4513
rao.movva@td.com
With 20 years of financial services experience, Rao Movva has been actively focused on providing comprehensive financial
management and solutions to professionals, executives, entrepreneurs and high net worth individuals and families, estates
& trusts, and charitable and business organizations.
Rao has demonstrated a commitment to continuous education and has earned Chartered Strategic Wealth Professional
(CSWP), Canadian Investment Manager (CIM) and Fellow of Canadian Securities Institute (FCSI). In addition Rao has
completed the Bachelor’s Degree in Social Sciences (B.A.) and a Bachelor’s Degree in Law (B.L.).
A resident of Etobicoke, Rao is actively involved in many charitable causes within the community. And, when Rao has a
spare moment, he likes to travel, jog along the lake shore and enjoy family road trips. He is married with two children.
Rao is an experienced financial services professional and will work with you every step of the way
to help you progress towards achieving the goals and dreams you and your family share for your
work and career, well-being, home, lifestyle and legacy.
TD Wealth Private Client Group represents the products and services offered by TD Waterhouse Private Investment Counsel Inc., TD Wealth Private Trust (offered by The Canada Trust Company) and TD Wealth Private Banking
(offered by The Toronto-Dominion Bank). ®
The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.
Our relationship with you is the key to offering you tailored wealth strategies. The insight we gain from working with you
is the basis on which we design your unique strategy that fits your goals.
We understand what makes your situation different. We actively listen and gather in-depth information to establish
a clear understanding of your goals.
We consult the experts to develop a custom wealth strategy. We assemble our experienced specialists to work as a
team in developing the wealth strategies which we then review with you.
We implement your unique wealth strategy. We carry out the timely implementation of your chosen solutions, and
we follow through with you to keep you in the loop.
We manage and review your strategy on an ongoing basis. We contact you regularly to discuss your progress, re-
view any changes to your situation or priorities and guide you through the changes as required.
By building a long-lasting relationship with you, we can better help you plan for the long term and manage your wealth
successfully for generations to come.
You decide where you want your wealth to take you.
We design a path to help get you there.