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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.

Oil prices march higher as OPEC calls emergency meeting

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

Could COVID-19 foil your retirement plans? Here’s what you need to know.

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Tannis Dawson, high net worth planner, TD Wealth about planning for your retirement in the wake of the coronavirus outbreak.  

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

MoneyTalk - Don’t let fear rule your mind in times of crisis

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

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