Skip to main content

Roger Llewellyn

Senior Vice PresidentInvestment AdvisorPortfolio Manager

  • CIM®
  • FCSI®
  • FMA

"Working together to help you achieve what truly matters to you"

Roger Llewellyn brings more than 19 years in the practice of wealth management to his role as Senior Vice President and Portfolio Manager with TD Wealth Private Investment Advice.  He is a Chartered Investment Manager, Financial Management Advisor, and Fellow of Canadian Securities Institute—one of the highest honours a financial professional can achieve—Roger also has extensive expertise in retirement planning.  He is a six time member of TD Wealth Private Investment Advice President's Club, which is a distinction reserved for the top 25 performing TD Investment Advisors in Canada. He holds a Bachelor of Commerce degree, with a Major in Economics from the University of Toronto. 

Through his deep understanding of the often-complex needs of high-net-worth clients, he has built lasting relationships with families and business owners throughout the Greater Toronto Area. Roger is committed to delivering industry-leading advice through unparalleled personal service.

Married with 4 children, Roger enjoys being with his family and spending time on the golf course.





Llewellyn Wealth Advice consists of Roger Llewellyn, Senior Vice President, Investment Advisor and Portfolio Manager.  Llewellyn Wealth Advice is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc.  TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank.  TD Waterhouse Canada Inc. - Member of the Canadian Investor Protection Fund.  

     

ADDITIONAL CONTACT

Toll Free: (866) 538-1596
Fax: (416) 307-6680
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

 

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

Monthly Perspectives September 2017

For the previous issue of Monthly Perspectives entitled "Rateshock" we sat down with three leading fixed income portfolio managers to get their views on the current state of fixed income markets.

Financial Blind Spots - May 2017

Behavioural Finance: People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Forward perspectives

The Turning Tide
After close to a decade of extreme accommodation from central banks, we are beginning to see signs of a monetary policy pivot. For the first time since 2010, the global economy has been enjoying synchronized cyclical economic growth, which has led some central banks to begin moving the monetary policy dial from emergency to neutral.

Do you know someone who would benefit from my services?