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Christie Bartram

Investment AdvisorVice President

Working together to help you achieve what truly matters to you

I am an Investment Advisor with TD Wealth Private Investment Advice working proactively in a team that brings two generations of experience to our clients to help manage and oversee their full wealth planning process as both their investment advisor and financial quarterback.

I am a graduate of the prestigious Richard Ivey School of Business with an Honours Business Administration degree (HBA). I also speak English, French and conversational Cantonese.

My team and I have a strong understanding of pension plans and its various retirement and termination options, specifically Ontario Power Generation and General Motors.
 
We address our clients’ concerns by getting to know them on a personal basis and then focusing on 11 key wealth management areas that our clients find address a majority of all their financial concerns. What separates us is our clients have access to a team, so there is continuity and a succession plan in place to build a lifelong partnership.

ADDITIONAL CONTACT

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

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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