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Background
Andrew began looking after the financial needs of individuals, families and corporations in 2011. He focuses on collaborating with clients to design portfolios that will help them meet their unique goals and objectives, and helps them plan for life’s transitions. In addition, he and his team are passionate about providing clients with exceptional, personalized service.
Andrew earned a Bachelor of Arts Degree at Western University and also holds the Chartered Investment Manager (CIM®) designation. He is also a Life Insurance Advisor with TD Wealth Insurance Services.
Away from the office, Andrew enjoys spending time with his wife and growing family.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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.
advisors.td.com/andrew.clayton
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.
MoneyTalk - Questions investors are asking amid the COVID-19 pandemic
Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.
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