Douglas Findlay, Investment Advisor,Burlington, ON

Phone

Office

Mobile

Office Location

5515 North Service Road 4th Floor Burlington, ON L7L 6G4. map

With well over a decade of industry experience and commitment to professionalism, my clients benefit from a detailed advisory process and disciplined investment philosophy. My clients can also rely on experienced advice and customized wealth plans designed to meet their lifetime financial goals.

I began my career in financial services with a major Canadian Chartered Bank, progressing through roles in personal banking, account management, and financial planning. I then gained institutional experience as an analyst within the asset management division of a leading Canadian mutual fund company. Prior to joining TD Wealth, I was a senior manager with one of Canada’s oldest independent investment management firms. I earned a degree in Economics from McMaster University in 1993, and was awarded a second degree in Political Science from McMaster in 1994.

My commitment to professionalism is demonstrated through my service to clients, as well as my achievement in industry specific education. I have passed level one of the Chartered Financial Analyst (CFA) program, been awarded the Financial Management Advisor (FMA) designation, am a licensed life insurance advisor, and in 2006 was awarded the Fellow of the Canadian Securities Institute (FCSI) designation. The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the Canadian financial services industry.

I believe that your investment portfolio is just a piece of your total wealth management picture. In fact, TD Wealth has determined that there are 11 critical wealth planning considerations to be addressed when developing a comprehensive wealth plan. By incorporating all these considerations I am able to work with my clients and their families in creating, preserving, and protecting their wealth over time.

Phone

Toll Free

(800) 769-0795

Fax

(905) 815-2324

Branch Phone

(905) 331-7511

Branch Fax

(905) 331-7523

Certificates

FMA

FCSI®

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.