Craig Loveys
Phone
Office Location
Since 1996, I have been providing investment advice to high net worth families to help them preserve and grow their wealth. I take the time to discover what truly matters to our clients and create customized wealth solutions to help them achieve their goals.
As a dedicated relationship manager, I help our clients realize their vision of success by utilizing a team of TD specialists with experience in everything from investment advice, estate and trust planning, to business succession, tax planning and charitable giving.
I hold a BA (Honours) Economics degree from Queen's University. I am a Senior Investment Advisor with TD Wealth Private Investment Advice. I am also a Life Insurance Advisor through TD Wealth Insurance Services.
I live in Markham with my wife and three children. In my time away from the office I enjoy cycling, fitness, golf and volunteering in the community.
Phone
Fax
(905) 474-3783
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
Quarterly Exchange | Summer 2023
Summer 2023 Edition
Rates are rising: Here are some of the ways that could impact you
Higher interest rates can affect the cost of borrowing, investment performance and savings rates. To help you make sense of Canada's rising rates, we've compiled this short guide.
Quarterly Exchange | Summer 2023
Huge drops in your portfolio can be scary. How you handle it can make a big impact on your finances..
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Money Talk
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Money Talk
Cut out the noise.
Hear what matters.
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Introduction to Structured Notes
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Introduction to Structured Notes