Stephen Doney, Investment Advisor, Orangeville, ON | TD Wealth

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Stephen Doney - Orangeville, ON

Stephen DoneyCFP, CIM

Portfolio Manager, Investment Advisor

89 Broadway
2nd Floor
L9W 1K2
Business: (519) 941-2717
Toll Free: (866) 641-2717
Fax: (519) 941-4128

Branch Phone: (866) 641-2717
Branch Fax: (905) 456-1949
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Hello and THANK YOU for clicking on my bio.

Stephen Doney is a vet in the investment industry with over 30 years of experience helping clients realize their financial goals.

Using a simple, straightforward process, Stephen helps clients define their financial objectives in order to create a personalized investment strategy tailored to their unique circumstances. Using his Strategic Asset Allocation investment philosophy, his main focus is on building and protecting his client’s wealth so that they are able to leave a lasting legacy.

Stephen has been awarded the Portfolio Manager designation, an honour given to individuals who exemplify the firm’s highest standards in portfolio management. This designation allows him to provide his clients freedom from making day-to-day decisions regarding their investment portfolio.

Stephen also works in collaboration with a team of experts within TD Bank Group. This partnership allows Stephen the ability to provide sound advice on services such as estate planning, insurance and tax solutions, trust services, charitable giving, retirement planning, business succession strategies, and investment management. 

Feel free to call and to set up an appointment to discuss some ideas or let us review your present investments and give you a complimentary second opinion.  

Thank you.

Investment & Wealth Management Strategies

At TD Wealth Private Investment Advice, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We’re here to help you take care of all your wealth considerations so that you and your family can enjoy peace of mind during any of life’s transitions.

To learn more about investment and wealth management strategies, click on any of the wealth considerations below or contact us for more details. 

Investment StrategiesBanking and Credit ManagementRetirement PlanningProtecting Your AssetsProtecting Your IncomeTax ManagementPassing On Your WealthEducation FundingBusiness Succession PlanningPlanning for Major PurchasesCharitable GivingCircle of Wealth Considerations

Investment Strategies

Strategies and Solutions to Grow Assets Based on Your Objectives, Risk Tolerance and Constraints

Meet the Team

Lee Ann Grimes
Client Service Associate
Business: (519) 941-3436
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Aileen Waithe
Client Service Associate
Business: (519) 941-2403
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Additional TD Specialists

Laima Alberings, BA (Hons), LL.B.
Will and Estate Planner
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Tarsem Basraon, BBA, LL.B.
High Net Worth Planner
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Bob Izatt, CFP, CLU, ChFC
Estate Planning Advisor
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