Cameron Byrne, Investment Advisor,Oakville, ON

Office Location

306A - 354 Davis Rd. Oakville, ON L6J 2X1. map

My name is Cameron Byrne and I am a wealth management consultant with TD Waterhouse Private Investment Advice. I work with families and businesses to help them protect and preserve the wealth that they have worked so hard to accumulate. I do this by helping them integrate the 11 essential wealth management considerations into their lives. Through my discovery interview process, I am able to help my clients address the areas that are affecting them today, while being mindful of how these decisions will affect their future plans. With ongoing meetings and reviews, I am able to design, implement and monitor customized wealth solutions. An investment relationship should be based on long-term thinking, mutual obligations and shared goals. I believe this is the key to creating a successful and long lasting relationship.

I chose to build my practice within the TD Bank Financial Group as I wanted to work in an environment where others were as passionate about the customer experience as I was, and that I had the ability to call on a number of internal partners and resources to ensure I was able to give my clients service that was second to none. I truly believe that I have access to some of the best resources available, and am thankful that I can rely on one of our consultants who specialize in Wills and Estate Planning or Income and Asset Protection to help serve the needs of my clients.

A firm believer in ongoing education, I have been committed to learning since I began my career in 1997. I have my Financial Management Advisor (FMA) designation along with my Fellow of the CSI Designation (FCSI). The latter is the one I am most proud of. Representing individual integrity and unrivalled professionalism, the FCSI designation is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. It is recognized as one of the highest honours in the financial services industry.

Whether you are a retiree, a professional, or a business owner, I am confident that I have the tools and resources available to me to help you meet the challenges of today’s complex financial world. I invite you to give me a call so that we may determine how I can help you.

Certificates

FCSI®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.