Christie Bartram, Investment Advisor,Whitby, ON | TD Wealth

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Christie and her team believe in providing unquestionable value for her clients through an unparalleled service offering. She creates customized, tax efficient solutions to help maximize the net worth of the families that she manages. She believes in creating personalized investment plans that are focused on stable and steady growth.

She is committed to taking a proven, process driven approach with the families she cares for to ensure a thorough understanding of their goals and objectives before creating tailored wealth solutions.

By working with Christie and her team you will experience highly responsive and dedicated service with meticulous attention to detail. They communicate regularly and proactively with families because their top priority is to keep an open dialogue to build trust and long-lasting relationships. Her team utilizes and collaborates with TD specialists in retirement, estate and tax planning to focus on 11 key wealth management areas to build, preserve and transition wealth. Her team supports families every step of the way to provide expertise and experience to handle even the most complex needs.

Christie has been working at TD Wealth's Whitby office since 2007 shortly after graduating from the prestigious Richard Ivey School of Business with an Honours Business Administration degree (HBA). Previous work experience includes working at various accounting firms performing audit, corporate tax and forensic accounting.

Christie and her husband, Ryan, have 2 rambunctious sons and 2 sweet rescue dogs. Community involvement and giving back is an important priority to Christie and she is serves on her local hospital's Finance, Audit and Risk Committee. In her spare time, she enjoys pilates, the performing arts and travel.

ADDITIONAL CONTACT

Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029

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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Wealth Considerations

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Covered Call Options and their Tax Treatment

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