Braydon Meabry
Portfolio Manager & Investment Advisor
CIM®
CIWM
FCSI®
Wealth management that evolves as your needs, priorities and circumstances change over time
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With over 13 years of experience in financial services and investment management, Braydon is dedicated to delivering an elevated level of service to clients through regular capital market updates and detailed portfolio reviews.
Braydon and the team collaborate closely with a talented group of TD specialists, leveraging the full resources and expertise of TD Wealth and the TD Bank Group. Braydon's role is to develop fully integrated and comprehensive plans for high-net-worth clients by engaging the appropriate TD specialists when needed. This ensures clients benefit from specialized knowledge in areas such as investment management, estate planning, credit services, and insurance needs. This collaborative approach is essential to meeting clients' evolving needs – from wealth accumulation to preservation and intergenerational wealth transfer at every stage of life.
Braydon holds the Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Fellow of Canadian Securities Institute (FCSI®) designations offered through the Canadian Securities Institute.
Braydon is part of The McCarthy Cruz Meabry Group.
The McCarthy-Cruz-Meabry Group is part of TD Wealth Private Investment Advice, who represents the products and services of TD Waterhouse Private Investment Advice Inc., a subsidiary of The Toronto-Dominion Bank.
Certificates
CIM®
CIWM
FCSI®
Achieve what truly matters to you
We offer wealth and investment management solutions to a select group of clients. TD specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
Hank, Janice & Eldon's Story - Growing Opportunity
Growing opportunity for a Farming Family
As businesses grow, it can be difficult to understand all aspects of it. Obtaining financial advice can help you see opportunities for growth.
Hank and Janice have been farming together since they were married and then their kids got involved. They relied on TD Wealth for financial advice to help make prudent decisions as they kept growing and for the next generation.
Let's connect to learn how I can help develop strategies to support your personalized investment plan.
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.
What We Do
What to expect when working with us
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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.
Our Clients
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.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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