Brian Healey
Investment Advisor
MBA
B.Comm.
Sound investment advice built to help weather all market conditions
Phone
Office Location
Who I serve: Families, professionals and business owners. My clients are looking for professional guidance as they want more time to travel, run their business, and pursue interests other than day to day investing, tax planning or other wealth management activities. A personal connection to my clients helps me to stay in tune with their goals so that we are matching our investment decisions to their goals and those of their loved ones.
My approach: I support my clients in all areas of their financial life much like a coach supports a high-performance athlete. I help them to make informed decisions based on a strong understanding of where they currently are and where they aspire to be. I help minimize the stress of investing and the complexities that come with managing one's wealth.
On a personal note: My family is at the core of the most important decisions in my life. This has shaped the way that I think about accumulating and preserving wealth. As a family we love to spend time together on the water in the summer and in the winter you'll often find us on a ski slope or a hockey rink.
Certificates
MBA
B.Comm.
Helping achieve what truly matters to you and your family.
As an Investment Advisor, my passion is to help preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies is the foundation of my business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Tim – Making sure Patty's legacy lives on
When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Bare trusts: What the 2026 reporting rules could mean for you
Article
Bare trusts: What the 2026 reporting rules could mean for you
Share a bank account with an aging parent? Helping a child qualify for a mortgage by being on title? Situations like these could be considered bare trusts and may require a tax return to be filed, even when no tax is owed. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, explains what you need to know and what exceptions could apply.
Location, leverage, lifestyle: Is an income property right for you?
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Location, leverage, lifestyle: Is an income property right for you?
Rental real estate can play a strategic role in building and preserving wealth. Here’s how discerning investors can evaluate its place in
their portfolio.
What would it take for Oscar and Lakshmi to retire five years early?
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What would it take for Oscar and Lakshmi to retire five years early?
They have savings, a pension, and valuable real estate. But leaving work at 60 means deciding which matters most: retiring early, spending comfortably, or keeping two properties.