Winnipeg Portage

Winnipeg Portage

Phone: (204) 988-2748
Office Location: 360 Main Street Suite#2100 Winnipeg, MB R3C 3Z3

Contact Us

Welcome to TD Wealth Private Investment Advice Office servicing clients throughout Manitoba and across Canada.

Our TD Wealth Private Investment Advice Office services clients throughout Manitoba and across Canada.  We believe that our office is comprised of some of the sharpest minds in the business and we take pride in offering great client service, thoughtful advice and access to both TD and external expertise.  As such, we have enjoyed many long term relationships with our clients who are successful in their own right.

A Unique Approach

Wealth management is a comprehensive all-in-one approach to investing.  Our depth of resources ensures that you have an integrated approach to address your investment, tax, estate, insurance, philanthropic and business succession needs.  Every client's needs are different.   You might be investing to help build your financial future or to protect what you have already built for the next generation.

Even the savviest of investors have financial blind spots. TD Wealth advisors understand your financial blind spots and that's exactly what makes their advice so valuable. An in-depth understanding of your Wealth Personality is instrumental to delivering relevant financial advice that works toward helping you achieve your goals.

Our Discovery Process

Our discovery process is in-depth. Your TD Wealth advisor doesn't just get to know your financial picture. They apply principles of behavioural finance to dig deeper and understand your personality, your goals, your family, and your motivations.

With these additional layers, your TD Wealth advisor is well equipped to provide you with guidance when and how you want to receive it.

To learn more about how behavioural finance can impact your decision making, visit the below:

Discover Your Investing Blindspots

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

Behavioural Finance

A Winning Personality: how it contributes to financial success.

Be On Your Best Financial Behaviour

Investors are often their own worst enemy when trying to out smart the market and end up sabotaging their financial goals.

Understanding Your Needs

At TD Wealth Private Investment Advice, we take the time to understand your needs so that we can build long-standing relationships and strategies to help you achieve your goals and address your needs and concerns. Whatever your specific situation may be, a TD Wealth Investment Advisor will be pleased to work with you to create an individualized strategy and plan for you.

To learn more about who we are please take some time to review our site.  If you are looking for an advisor, I would be pleased to introduce you to one of the professionals within our office.  

We are accountable to a very important group of people - our clients! 

James Allison, Senior Investment Advisor - Branch Manager
TD Wealth Private Investment Advice

Advisors/Teams

The TD Wealth Advantage





Making a difference in the lives of our clients starts with the unique experiences of our advisors. In this series of videos, we will unpack what it means to be an advisor at TD Wealth.
Invest In Yourself

Careers

If you're passionate about sales, thrive in a high-energy environment and are driven by your own success, then a career at TD Wealth is definitely for you.

TD Wealth is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs.

To make an investment in yourself, join one of the strongest teams in the country, apply online here

New Investment AdvisorClient Service AssociateClient Relationship Associate
Associate Investment Advisor~GeneralistAssociate Investment Advisor~PlanningAssociate Investment Advisor~AnalystDiscover More about TD

Trending Articles

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

Article

TD Cowen: Three stocks that could benefit from a Canadian soft landing

With Canada’s economy widely expected to experience a soft landing, TD Cowen has released a report highlighting its investment strategy for the Canadian equity market. MoneyTalk’s Kim Parlee speaks with Andre-Philippe Hardy, Head of Canadian Research at TD Securities and Andrew Kelvin, Head of Canadian and Global Rates Strategy at TD Securities, about potential economic headwinds and tailwinds and which stocks may benefit.

Article

Article

Can I transfer funds tax-free from my RRIF to a TFSA?

Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.

Article

Article

Trump’s potential longer-term impact on the financial world

Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.

Article