Andrew Jewell
Phone
Office Location
As an Investment Advisor, I work with individuals, families and business owners to tailor personalized investment solutions based on their unique needs and goals. I constantly strive to learn and understand more about my clients and I am committed to providing the very best in relationship, service and advice.
For over 10 years, I have had the pleasure of working in the Investment and Banking industries with TD Bank Group. I use this experience and my education to service my clients’ needs. While the investment landscape has certainly changed over this time, my mandate has stayed consistent: To provide customized solutions for my clients and stable, diligent advice to help ensure their future financial success.
I encourage you to contact me today and see if my unique approach to wealth management is a fit for your family or business.
Phone
Fax
(416) 307-6680
Certificates
CIM®
Your Goals, Our Priorities
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
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
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
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.
Market Commentary
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can I split a capital gain 50/50 with my spouse?
Article
Can I split a capital gain 50/50 with my spouse?
Thinking about splitting a capital gain with your spouse to reduce the tax impact? It might not be that simple. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what you need to know, as well as tax planning ideas to consider before disposing of an asset.
Joint accounts and estate planning: Mistakes to avoid
Article
Joint accounts and estate planning: Mistakes to avoid
Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?
Will you spend $42,000 per year to support your child's dream?
Article
Will you spend $42,000 per year to support your child's dream?
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability.