Amir Pourdad, Investment Advisor,North Vancouver, BC

Phone

Office

Office Location

1133 Lonsdale Avenue Suite 302 North Vancouver, BC V7M 2H4. map

I have the privilege of leading a group of banking and wealth management specialists that service the needs of executive level professionals, business owners, and corporations in British Columbia.

The strategies we offer are comprehensive and aim to help our clients achieve what is most important to them. Whether the goal is to manage a windfall, plan for an estate tax liability, financial security in retirement, or to leave a bequest, we strive to establish relationships with each client based on trust.

Our recommendations are rendered with a client’s aggregate investments, business, and estate in mind to help ensure that they enjoy peace of mind today and have financial security in the future.

We draw from the experiences of existing clients and have partnered with Vancouver’s most highly regarded legal, accounting, and real estate advisors to provide our clients advice that is always aligned with their best interests.

Many of our clients have been with us for years and we always hope that our relationships encompass many generations. We are truly grateful for the loyalty shown by our clients, and are determined to continue providing high caliber financial advice to re-earn this loyalty year after year.

On a personal note, I have the pleasure of working, living, and volunteering my time on the North Shore. I am actively involved in charitable organizations, social committees, and youth development.

I welcome an opportunity to meet, learn about your experiences, and determine how our group can best help you to accomplish your goals.

Phone

Toll Free

(888) 724-0708

Fax

(604) 981-4595

Branch Phone

(604) 981-4575

Branch Fax

(604) 981-4595

Certificates

CIM®

Languages

English

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.

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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

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.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.