Roderick MacMillan
Senior Portfolio Manager
Senior Investment Advisor
B.Comm. (Hons)
CIWM
FCSI®
Working together to help you achieve what truly matters to you
Phone
Office Location
Specialization
Rod’s specialization is those clients nearing and in retirement with extensive experience working with widows, widowers and those planning a retirement for one. These clients often require thoughtful retirement and estate planning tailored to their specific needs and tax circumstances. As a Portfolio Manager, Rod offers his clients discretionary management of conservative growth and income portfolios. For this comprehensive wealth management, Rod's minimum portfolio size is $1,000,000 per client household.
Professional Background
Rod graduated, with distinction, from the University of Victoria with a Bachelor of Commerce degree in 1996. Soon after graduation, he began his financial services career at a leading Canadian chartered bank, and became an Investment Advisor in 2000. He holds two prestigious designations available to Canadian Investment Advisors. They are the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM).
The FCSI designation recognizes individuals who bring a rare combination of education, ethical training and experience to their firm and their clients’ businesses. The Certified International Wealth Manager (CIWM) is comprehensive program to serve the unique needs of affluent Canadians through; Advanced Investment Strategies, Advanced Retirement Management Strategies, and Advanced Estate Planning and Trust Strategies.
Rod works in concert with a team of specialists within TD Bank Group who specialize in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies. He also works seamlessly with his client's other professionals outside of TD.
Personal Background
When not in the office, Rod enjoys regular exercise, most often competing in kettlebell lifting and taking part in various classes at his gym. As a passionate motorcyclist, and when the time permits it, he enjoys touring the west coast of Canada and the U.S.A. Perhaps most of all, he relishes the company of his old dachshund, Hugo.
Phone
Fax
(250) 356-4166
Certificates
B.Comm. (Hons)
CIWM
FCSI®
Your Goals, Our Priorities
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
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
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
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
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.
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Lettter to Clients May 2016
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Lettter to Clients May 2016