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Andy Kim

Senior Vice PresidentInvestment Advisor

Working together to help you achieve what truly matters to you

Strategies to help safeguard your wealth

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You’ve succeeded by asking a lot from yourself, taking on measured risk and making wise choices to build affluence. We have the experience and acumen to help you:

Structure your wealth to avoid undue risk and unnecessary exposure to volatility, allocating your assets so that a downturn in one class should not bring about loss.

Build an income-generating portfolio for retirement, tailoring strategies designed to deliver the needed income regardless of market direction.

Minimize tax and structure your wealth tax-efficiently. 

Create a customized, integrated wealth plan, collaborating with TD specialists to cover retirement and estate plans, wills and powers of attorney, insurance, trusts, business succession, charitable giving, and more.

Provide for your next generation through tax-conscious, multi-generational wealth transfer.

Manage financial complexities after being widowed or divorced, guiding you to understand and take charge of financial matters with compassion and clarity.


Learn more about our team members below.

ADDITIONAL CONTACT

Toll Free: (800) 769-0795
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324

SOCIAL LINKS

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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.

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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.

Capitalizing on market uncertainties

With less than two weeks to go before the U.S. elections and a second COVID-19 wave underway, there are plenty of headlines. But has the market properly priced in the risks? Kim Parlee speaks with Ben Gossack, portfolio manager, TD Asset Management on how to capitalize on the uncertainties.

Pandemic exodus: Is it time to move to the country?

Canadians who are working from home for the long haul may be thinking about trading their expensive houses in the city for more balanced lifestyles in the country. Kim Parlee speaks with Zeljka Walker, an Investment Advisor with TD Wealth, about the pros and cons of an urban exodus and what to consider before you sell.

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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