James Blackwell
Investment Advisor
PFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
James will take you through a process that uncovers the values behind your personal vision of success and help determine what truly matters to you. Through this discovery process he'll gain an in-depth understanding of your unique needs and, with a team of TD specialists, build a wealth plan to help you achieve your vision of success.
James has been in the financial service industry for over 20 years. Starting in banking, James gained valuable experience in personal lending and wealth planning. As an Investment Advisor, James has been providing comprehensive wealth management advice and investment solutions to individuals, business owners and their families for over 20 years. James is focused on delivering exceptional advice and service to his clients. He also works in collaboration with a team of professionals within TD Bank Group who specialize in wealth protection and insurance solutions, estate planning, trust services, and charitable giving strategies. James holds the Personal Financial Planner designation (PFP®). Please contact James to see how you and your family can benefit from his experience in wealth management.
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.
Phone
Fax
(519) 371-0076
Certificates
PFP®
Languages
English
Our Services
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.
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
TDAM: WAAC Perspectives
The WAAC maintains its overweight outlook to equities, expecting positive earnings growth of ~12% for the S&P TSX Composite Index and ~14% earnings growth for S&P 500 Index companies in 2025.
Market Perspectives: The Year Ahead 2025
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.