Melinda Burgess
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Over the past 20+ years of practicing wealth management, Melinda has used tailored investment solutions and comprehensive wealth planning to help her clients reach their financial goals. Melinda believes that her passion for nurturing her relationships with her clients, combined with her prudent approach to investment management, has led to a proven track record for helping clients grow their portfolios and wealth.
Melinda holds the Chartered Investment Manager (CIM®) designation and a Bachelor of Commerce degree from the University of Windsor. Melinda now leads her own team of wealth specialists at Four Pillars Wealth Management Partners at TD Wealth Private Investment Advice.
In her spare time, Melinda is actively involved in charitable and community organizations and enjoys travelling and spending time outdoors with her spouse, Dave.
Four Pillars Wealth Management Partners is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Certificates
B.Comm. (Hons)
CIM®
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
Own property in the UK? This inheritance tax could apply to you
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Own property in the UK? This inheritance tax could apply to you
Do you own property across the pond? Are you a U.K. citizen living in Canada? If so, the U.K. inheritance tax could have an impact on your estate plans. Sébastien Desmarais, Tax and Estate Planner, TD Wealth, joins Kim Parlee to dig into what people need to know about this tax as well as potential changes on the horizon.
Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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