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Andrew Clayton

Investment Advisor

  • CIM®
  • B.A.

Our discovery and wealth management approach is driven by what matters most to you

 Background

I have been providing my clients with comprehensive wealth management solutions for 5 years. My clients include high net worth individuals and small business owners, which require holistic wealth planning and investment advice.

I work in collaboration with additional TD specialists to offer a full-suite of wealth management services to my clients, including tax, estate, business succession and investment and wealth strategies. My dedication to exceptional client experiences and innovative financial strategies are the foundations of my business. 



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Client Experience

As an Investment Advisor and Chartered Investment Manager, I ensure my clients are informed and receive objective investment advice. An in-depth discovery process is also used to uncover the values behind your personal vision of success.


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Investment Strategy

Through cost effective asset allocation and methodical rebalancing, I strive to help protect capital, reduce volatility and achieve a reasonable return based on a client's objectives and risk tolerance.



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ADDITIONAL CONTACT

Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897

LANGUAGES

English

EDUCATION

University of Western Ontario

Helping you achieve your vision of success

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    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.

    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.

    Ask Money Talk - One big family plan

    Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

    Do you know someone who would benefit from my services?