Ian Godfrey

Ian Godfrey

Portfolio Manager

Senior Investment Advisor

CFA®

Working together to help you achieve what truly matters to you

Phone

Office

(416) 982-6403

Office Location

79 Wellington Street West 11th Floor Toronto, ON M5K 1A1. map

See Additional Office Locations

Ian Godfrey's objective is to preserve and grow wealth in any market condition.

We believe that managing your wealth is a sophisticated and personal service, and that you need to trust that your Advisor knows what is most important to you. We believe that a successful portfolio is built on a thorough analysis and understanding of individual needs and goals. 

Your unique investment portfolio will consider income, insurance, tax, retirement, and estate planning needs, and we will engage with TD specialists where needed. 

Take comfort in knowing that your investment portfolio is continuously monitored by knowledgeable professionals.



We look forward to helping you reach your financial goals.  Contact us today to find out more.


Phone

Toll Free

(888) 576-4447

Fax

(416) 983-8574

Branch Phone

(416) 982-6011

Branch Fax

(416) 308-6958

Certificates

CFA®

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