Daciana Healey

Daciana Healey

Investment Advisor

Working together to help you achieve what truly matters to you

Phone

Office

(604) 482-2529

Mobile

(778) 997-2217

Office Location

700 West Georgia Street Suite 1000 - 1101 Vancouver, BC V7Y 1A2. map

As an Investment Advisor, I provide wealth management services to a select group of high net worth families, helping them manage wealth today and for future generations.

I work for my clients as I would for my own family and aim to build lasting, meaningful relationships based on trust, integrity and outstanding client service.

My business model consists of a disciplined investment management process and personalized service offering. At TD Wealth Private Investment Advice, we have in-depth experience in investment and wealth planning and we also bring in professionals with the expertise necessary to provide a holistic wealth management approach. This includes everything from a best in class financial plan, to investments and portfolio management, business succession planning, tax and estate strategies. My goal is to maximize wealth through patient, prudent, risk-aligned wealth planning and investing. 

My process consists of 4 steps, always striving to deliver an excellent client experience:

  1. I take the time to clearly understand your background, philosophy, needs and objectives. 
  2. I work with you to design and implement an investment plan that prioritizes your goals and shows you the steps you need to take.
  3. I create your personalized investment portfolio, using an easy to understand process, that helps meet your income and growth needs.
  4. I regularly review and monitor your progress and keep you up to date.

Daciana began her career in the financial services industry in 2005. She has held diversified positions across various financial institutions, bringing a unique perspective and set of experiences that shape her investment philosophy and process today. 

Daciana joined TD Bank Group in 2007, in the Business Banking group, where she structured complex lending arrangements across a broad scope of industries and loan types. Over the years, she has seen different types of companies in many different industries. The financial knowledge acquired in this area has allowed her to build a solid understanding of the financial markets. 

Prior to joining TD in 2007, Daciana developed a broad skill-set, working in the industry and making recommendations on investment for large pension funds, as well as gaining international business experience in Europe. Her professional experience also includes working at CIBC World Markets and Travelers Insurance Company of Canada.

Education

Master of Business Administration degree from McMaster University’s DeGroote School of Business.

Awards

2007 Recipient of Heather L. Main Memorial Scholarship for Women in Capital Markets - prestigious scholarship designed to encourage qualified women, in participating Canadian graduate business schools, to pursue careers in the capital markets. 

Certifications/ Licenses/ Designations

  • Canadian Securities Course
  • Conduct and Practices Handbook Course
  • Hedge Fund Essentials 
Community Involvement

  • Volunteering and Fundraising for the Covenant House Vancouver 
  • Fundraised for BC Alzheimer Society- Mount Kilimanjaro Grouse Grind Initiative
  • YMCA Vancouver- Youth Mean Business Program
  • Actively participate in the Juvenile Diabetes Research Foundation (JDRF) Ride to defeat Diabetes
  • Past Member of the Women in Leadership Committee – TD Bank Group
  • Led other community involvement initiatives as part of the Community Committee- TD Bank Group
  • Strong supporter of the BC Children's Hospital
  • Supporter of Hope International Development Agency and World Vision Canada
Interests

In my spare time, I enjoy spending time with my husband, two daughters and our labradoodle, Clover. I love travelling and appreciate great cuisine and learning about other cultures. I also enjoy reading, home décor, music and staying active.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

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.

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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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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