Daniel Galbraith
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As a senior investment advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions and Wealth Services. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
I have been providing my clients with wealth management services and collaborating with TD Specialists for the provision of banking solutions for over 10 years. My clients include individuals, families, business owners and community foundations
When I’m not engaging with clients, I like to spend time with my wife and children at home in London or at the hockey rink.
Certificates
BA
CIM®
Our Services
Investment Planning
Retirement Planning
Entrepreneurs / Business Owners
Will and Estate Planning
Transfer of Wealth
Your Unique Goals
TD Wealth
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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Can I transfer funds tax-free from my RRIF to a TFSA?
Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.
Trump’s potential longer-term impact on the financial world
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Trump’s potential longer-term impact on the financial world
Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.