Christie Bartram

Helping you save money isn’t just a nice bonus, it’s built into our process.

Christie Bartram
Associate Portfolio Manager & Senior Investment Advisor
TD Wealth Private Investment Advice



The Benefits of Being Our Client


How did your investment advisor save you money this year?

It’s a question every Canadian should be asking, especially in a world where rising costs and complex tax rules are putting pressure on household wealth. Helping you save money isn’t just a nice bonus—it’s built into our process.

As a Senior Investment Advisor, I take a customized, hands-on approach with every client. From day one, our relationship is built on proactive communication, regular check-ins, and a commitment to going far beyond the expected.

What Sets My Practice Apart

Christie has been more than a great investment advisor for us over the years. In review of our 2024 tax year taxes she flagged a T4 slip anomaly that we had totally missed - it was almost $20,000 that came from my old employer in back pay - we had paid taxes on it (thus the T4) - but had never received the actual amount (in the form of a cheque) due to moving around a lot since retiring! My old employer has now re-issued the cheque to our new address! Paying taxes is one thing, but paying taxes on money not received is quite another!! Thank-you Christie for having our “financial backs".

Paul G., Retired Healthcare Provider

2025

As of July 2025. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

Why Settle for a Set-It-and-Forget-It Approach?

We believe your financial future deserves intention, attention, and expertise. If your advisor didn’t help you save money this year, maybe it’s time for a second opinion.

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