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Barrie
Branch
33 Collier Street 3rd Floor Barrie, ON L4M 1G5Map
Helping you achieve your vision of success
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below. 
A unique discovery process anchored in a deep understanding of you
TD Wealth has developed a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. With a deep understanding of your priorities and values, we'll connect you to the right advisor, who based on your specific needs, will build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.Even the most savvy investors could benefit from understanding their individual wealth personality. Schedule a discovery session with one of our advisors to uncover yours and take the first steps towards developing a wealth strategy that's as unique as you are.
To learn more about how behavioural finance can impact your decision making, read the articles below:
AFFILIATED BRANCHES Alliston, Collingwood, Orillia, Midland
Management Team
Advisors/Teams
Get one-on-one advice from a qualified TD Wealth Investment Advisor. Select a member of our team to find out how we can help you reach your financial goals.
- Melinda Burgess , B.Comm. (Hons), CIM®
- Mitchell Godard
- Steve Osmak , CIM®, FCSI®, FMA
- Taylor Quinn , CIM®, CFP®
- Paula Thompson
- Angela Alphonse , CFP®
- Darrel Hebner , CIM®, CFP®, FCSI®
- Juliana Larsen
- Loc Nguyen , FMA, CFP®, FCSI®
- Wade Burmister , CIWM, CIM®, CFP®
- Bradley Kennedy , PFPc, BA Hons
- Kyle Green , CIM®, CFP®
- Gillian Martin , CFA®, MBA, B.Comm. (Hons)
- Kempenfelt Asset Management Group
- Northern Shores Wealth Management
- Martin Wealth Management
Careers
Invest in yourself - Become a member of the TD Wealth team
If you're passionate about sales, thrive in a high-energy environment and are driven by your own success, then a career at TD Wealth is definitely for you.
TD Wealth is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs.
To make an investment in yourself, join one of the strongest teams in the country, apply online here
New Investment AdvisorClient Service AssociateClient Relationship AssociateAssociate Investment Advisor~GeneralistAssociate Investment Advisor~PlanningAssociate Investment Advisor~AnalystDiscover More about TDMarket Commentary
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