Melinda Burgess, Investment Advisor,Barrie, ON

Phone

Office

Office Location

33 Collier Street 3rd Floor Barrie, ON L4M 1G5. map

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

CIM®

B.Comm. (Hons)

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.

Melinda Burgess' Wealth Insights

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Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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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.