David Ferryman
Senior Investment Advisor
B. Econ
CFP®
CIM®
Working together to help you achieve what truly matters to you
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For more than 25 years, David has been active in the financial industry advising clients, helping them to build and protect wealth, and helping them to achieve what truly matters most to them. As a Senior Investment Advisor, David understands that making decisions that affect your life is a deeply personal experience. He will collaborate closely with you to create an integrated group of strategies that work together to help you achieve one central goal — yours. David has perspective only gained through advising and managing client investments through multiple market cycles. This insight has proven to be invaluable. Using his effective communication style, this assists clients balance emotions that may at times be involved with investing, helping them toward longer term goals.
Recognizing that your situation is unique and can be unpredictable, David uses a customized approach that will evolve with you over time. Your strategy will incorporate the major elements of your financial life, engaging TD specialists who can assist you with – day-to-day cash flow, investment solutions, tax and estate planning, charitable giving, private banking and much more. As your priorities and goals evolve, David will stay up-to-date with your needs and help ensure you're on track to achieve the future you envision for yourself.
David will help you preserve and grow your wealth through his tailored investment solutions. His portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps him with his objective of providing strong and stable growth of your assets in a wide range of market conditions. He delivers proactive and personal advice, working closely with you to make key decisions about your portfolio in line with your goals.
David lives in Vancouver, and has an undergraduate degree from Simon Fraser University majoring in Economics, and has completed the Certified Financial Planner (CFP®) designation offered by FP Canada.
Phone
Certificates
B. Econ
CFP®
CIM®
Languages
English
Education
Simon Fraser University, BA - Economics
Helping achieve what truly matters to you and your family.
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.
Our Services
Investment Planning
Personalized Strategies
Retirement Planning
Will and Estate Planning
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