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Andrea Clark

Investment Advisor

  • MBA
  • B.A.

Working together to help you achieve what truly matters to you

I enjoy working with clients who value professional advice regarding their financial assets. With twenty years of experience in the investment industry, working with both Institutional and Retail clients in Vancouver, Toronto and San Francisco, I strive to provide the highest level of knowledge and service to my clients.

Whether your needs are straightforward or complex, I am dedicated to delivering tailored, comprehensive wealth management strategies that are rooted in your goals. I will stay in tune with your ongoing needs, and provide proactive advice, working closely with you to make key decisions about your portfolio so as to help you meet your life goals. 

Throughout my process I am keenly aware of the three key pillars of Wealth Protection, Wealth Accumulation and Tax Efficiency Strategies.

In addition, in conjunction with a panel of TD specialists, I offer:

Financial and Retirement Planning
Estate Planning/Inter-generational Wealth Transfer
Charitable Giving Strategies
Business Succession Strategies



 

ADDITIONAL CONTACT

Toll Free: 1(888) 668-9966
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

English

EDUCATION

University of San Diego, MBA, Finance, University of British Columbia, BA Economics

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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.

9 Things You Didn't Know About Retirement

Here are important financial, health and social facts about retirement to get you planning for the next adventure in your life.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

Do you know someone who would benefit from my services?