Buckrell Clark Wealth Advisors

David's experience in the financial services, business management and investment management industry spans over 30 years.  Developing and the ongoing management of in depth financial, estate, investment and tax plans for our clients and/or their business ventures is his priority.*  Passionate about providing clients with a customized solution for their individual needs, he holds the designations of Certified Financial Planner (CFP), and Certified Divorce Financial Analyst (CDFA).
Buckrell Clark Wealth Advisors is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
*Some services are provided in collaboration with TD specialists.

With over 13 years of experience with TD Bank, Garth has worked in a number of different areas, including TD Commercial Banking and TD Wealth Private Investment Counsel.  He has been a member of Buckrell Clark Wealth Advisors since 2011.   His responsibilities include portfolio strategy, investment research and marketing.  He is also happy to assist with any equity, mutual fund or fixed income trades or inquiries. Garth is knowledgeable and dedicated to providing legendary client service.  Garth has passed level one of the CFA designation and holds the Chartered Investment Manager (CIM) designation as well as an honours graduate of Wilfrid Laurier University’s’ Bachelors of Business Administration program. 

Kathy brings over 18 years' experience within the financial service industry and has been working with Buckrell Clark Wealth Advisors since November 2016.  She has spent many years servicing high net worth clients, and her extensive knowledge, professionalism and attention to detail allow her to manage the team's administration, compliance and communication to ensure a legendary client experience. Kathy is licensed as a Registered Representative, and is able to take unsolicited equity, mutual fund and fixed income trades. She holds a Bachelor of Business Administration, honours, from Brock University and has completed the CSC, CPH, PFP and WME from Canadian Securities Institute.