Craig Henry
Senior Investment Advisor
Office Location:
209 Dundas St. E., 5th Floor
Whitby, ON L1N 7H8
T: (905) 665-6496
E: Craig.Henry@td.com
TD Wealth Private Investment Advice offers a personalized approach to managing your wealth, thoughtfully aligned with your financial goals, risk tolerance, and long-term vision. It emphasizes careful analysis and tailored strategies, moving beyond one-size-fits-all solutions.
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.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Our Clients
We are honoured to serve a diverse group of clients. Below are some segments of clients we serve.
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
