Amir Pourdad
Investment Advisor
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
I have the privilege of leading a group of banking and wealth management specialists that service the needs of executive level professionals, business owners, and corporations in British Columbia.
The strategies we offer are comprehensive and aim to help our clients achieve what is most important to them. Whether the goal is to manage a windfall, plan for an estate tax liability, financial security in retirement, or to leave a bequest, we strive to establish relationships with each client based on trust.
Our recommendations are rendered with a client’s aggregate investments, business, and estate in mind to help ensure that they enjoy peace of mind today and have financial security in the future.
We draw from the experiences of existing clients and have partnered with Vancouver’s most highly regarded legal, accounting, and real estate advisors to provide our clients advice that is always aligned with their best interests.
Many of our clients have been with us for years and we always hope that our relationships encompass many generations. We are truly grateful for the loyalty shown by our clients, and are determined to continue providing high caliber financial advice to re-earn this loyalty year after year.
On a personal note, I have the pleasure of working, living, and volunteering my time on the North Shore. I am actively involved in charitable organizations, social committees, and youth development.
I welcome an opportunity to meet, learn about your experiences, and determine how our group can best help you to accomplish your goals.
Phone
Fax
(604) 981-4595
Certificates
CIM®
Languages
English
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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