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Robert Falvo, Cpa, Pl. Fin Email & Phone Number
Vice President - High Net Worth Planner, TD Wealth
at
TD
1 work email found
@td.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President - High Net Worth Planner, TD Wealth
Location
Montreal, Quebec, Canada
Company size
Who is Robert Falvo, Cpa, Pl. Fin? Overview
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Quick answer
Robert Falvo, Cpa, Pl. Fin is listed as Vice President - High Net Worth Planner, TD Wealth at TD, a with 1 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Robert Falvo, Cpa, Pl. Fin.
Robert Falvo, Cpa, Pl. Fin previously worked as Senior Manager - High Net Worth Planner, TD Wealth at Td and Director - Tax, Global Mobility Services at Pwc. Robert Falvo, Cpa, Pl. Fin holds In-Depth Tax Course, Part I,Ii,Iii from Chartered Professional Accountants Of Canada (Cpa Canada).
Company email context
Email format at TD
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*@td.com
68% confidence
AeroLeads found 1 current-domain work email signal for Robert Falvo, Cpa, Pl. Fin. Compare company email patterns before reaching out.
Profile bio
About Robert Falvo, Cpa, Pl. Fin
Experienced manager, tax expert and financial planner with a demonstrated history of working with corporations of all sizes and high net worth individuals to meet their financial goals. Being a seasoned professional, team leader, and self-starter, I bring my clients a trusted and comprehensive perspective.
Listed skills include Canadian Gaap, Ifrs, Assurance, Accounting, and 10 others.
Current workplace
Robert Falvo, Cpa, Pl. Fin's current company
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9 roles
Robert Falvo, Cpa, Pl. Fin work experience
A career timeline built from the work history available for this profile.
Vice President - High Net Worth Planner, Td Wealth
Current
May 2024 - Present
Senior Manager - High Net Worth Planner, Td Wealth
Oct 2021 - May 2024
Director - Tax, Global Mobility Services
Aug 2020 - Oct 2021
Senior Manager - Tax, Global Mobility Services
Aug 2017 - Jul 2020
Manager - Tax, International Assignments
Aug 2015 - Jul 2017
Senior Associate - Tax, Canadian Corporate
- Preparation, review and audit of Canadian corporate tax provisions- Compliance and consulting for corporate tax services
Oct 2013 - Jul 2015
Senior Associate - Tax, International Assignments
- Preparation of US and Canadian expatriate tax returns- Tax and payroll consulting for global employers- Resolving audit disputes with tax authorities- Consulting employers on corporate compliance for expatriate employees- Technical research into international tax treaties and personal tax laws- Supervising the compliance process and maintaining strong client relationships- Recruitment and training- Maintaining and implementing office technology protocols
Jan 2009 - Oct 2013
Facilitator
CPA In-Depth Tax Course, Group Study 1 - Facilitator
Oct 2019 - Nov 2020
3 education records
Robert Falvo, Cpa, Pl. Fin education
In-Depth Tax Course, Part I,Ii,Iii
Graduate Certificate In Accounting Practice
Bachelor Of Commerce, Accountancy
FAQ
Frequently asked questions about Robert Falvo, Cpa, Pl. Fin
Quick answers generated from the profile data available on this page.
What company does Robert Falvo, Cpa, Pl. Fin work for?
Robert Falvo, Cpa, Pl. Fin works for TD.
What is Robert Falvo, Cpa, Pl. Fin's role at TD?
Robert Falvo, Cpa, Pl. Fin is listed as Vice President - High Net Worth Planner, TD Wealth at TD.
What is Robert Falvo, Cpa, Pl. Fin's email address?
AeroLeads has found 1 work email signal at @td.com for Robert Falvo, Cpa, Pl. Fin at TD.
Where is Robert Falvo, Cpa, Pl. Fin based?
Robert Falvo, Cpa, Pl. Fin is based in Montreal, Quebec, Canada while working with TD.
What companies has Robert Falvo, Cpa, Pl. Fin worked for?
Robert Falvo, Cpa, Pl. Fin has worked for Td, Pwc, and Chartered Professional Accountants Of Canada (Cpa Canada).
How can I contact Robert Falvo, Cpa, Pl. Fin?
You can use AeroLeads to view verified contact signals for Robert Falvo, Cpa, Pl. Fin at TD, including work email, phone, and LinkedIn data when available.
What schools did Robert Falvo, Cpa, Pl. Fin attend?
Robert Falvo, Cpa, Pl. Fin holds In-Depth Tax Course, Part I,Ii,Iii from Chartered Professional Accountants Of Canada (Cpa Canada).
What skills is Robert Falvo, Cpa, Pl. Fin known for?
Robert Falvo, Cpa, Pl. Fin is listed with skills including Canadian Gaap, Ifrs, Assurance, Accounting, Tax, Income Tax, Aspe, and International Tax.
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