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.
Estate planning misconceptions: Why a Will may not be enough
Article
Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
Article
Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
Article
Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.