Darcy Wakelyn, Investment Advisor,Abbotsford, BC

Phone

Office

Office Location

34654 Delair Road Unit 201 Abbotsford, BC V2S 2C9. map

Meet Darcy Wakelyn
Darcy believes managing and preserving wealth effectively requires the combination of solid credentials, great discipline, and a wealth of expertise. Utilizing his 28 years of Investment experience, a specialized education in finance, and the resources of one of the top financial institutions in North America, Darcy creates customized Wealth Management solutions to individuals, their families and corporations.

Credentials
Darcy has continually committed himself to a high degree of professional development. In 1996, he received his degree in business administration from the University of the Fraser Valley. Darcy is also accredited with the Chartered Investment Manager (CIM^®) designation and holds the Certificate in Retirement Strategy.
Experience
Prior to becoming an Investment Advisor at TD Wealth Private Investment Advice, Darcy spent nearly 15 years learning wealth management skills from some of the highest regarded institutional wealth management firms in the world. From 2000-2010, Darcy held the position of Regional Vice President at a Canadian-based money management firm with approximately $45 billion under management.

Interests
Born and raised in the Lower Mainland of BC, Darcy's life is enriched by his 4 children, and a multitude of hobbies including skiing, golfing & the great outdoors.

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Investment Philosophy & Process
My process is simple and straightforward. First, we help you define your objectives through a comprehensive life discovery discussion. Then we analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to help build and protect wealth, and leave a lasting legacy.

TD Specialists
Great experiences require the assistance of great people. Helping to ensure that your relationship with us remains positive is my Client Service Associate Shawna, with extensive financial experience, both in the investment and the banking arenas. We also work in collaboration with TD specialists who provide expertise in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.

Please contact me today to see how we can work together to help build a strong and secure financial future for you and your family.

Phone

Toll Free

(855) 834-2060

Fax

(604) 870-3926

Branch Phone

(604) 870-3922

Branch Fax

(604) 870-3926

Certificates

CIM®

BBA

Education

University of the Fraser Valley

Community Involvement

Abbotsford Community Foundation

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.