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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.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Do you know someone who would benefit from my services?