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Cody Bostock

Portfolio ManagerInvestment AdvisorCertified Retirement Specialist

  • CIM®

Our discovery and wealth management approach is driven by what matters most to you

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Cody entered the investment industry in 2009 and joined TD in 2011 after obtaining an MBA, which he received while living in Europe playing professional hockey. He also achieved honors recognition for his Bachelor’s degree and was selected as a “First Team All-Academic” by ESPN the Magazine in May 2009 while an alternate captain of an NCAA Final Four hockey team. Outside of the office Cody enjoys playing sports, traveling and spending time with his wife, children and animals on their farm. He brings this sports background and mindset to bear in his proactive approach to wealth management, which focuses on staying ahead of major life events instead of reacting to them.

As a Portfolio Manager and Certified Retirement Specialist, Cody works one-on-one with a select group of professionals, business owners, retirees and professional athletes. Through deep discovery he ensures that the right questions are asked — and answered. His goal is to help clients make rational decisions every step of the way so they stay on track and in control as they navigate major life transitions. Cody is also licensed as a life insurance Advisor with TD Wealth Insurance Services.

Cody is a part of CMB Wealth Management – a team of like-minded portfolio managers who communicate clearly, think strategically and act decisively. They have varied backgrounds in law, banking and professional sport, so each team member brings a unique perspective and different experience to your shared endeavor: helping you reach your goals. The team believes that effective wealth strategies are built on a foundation of trust, knowledge and experience. They all appreciate the time and hard work that has gone into creating your wealth and they know how important strong, proactive financial leadership is in ensuring that you continue to reach your goals – particularly as your wealth landscape becomes more complex.

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CMB Wealth Management 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.

ADDITIONAL CONTACT

Toll Free: (800) 974-2811
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015

LANGUAGES

English

EDUCATION

Undergraduate degree from Bemidji State University, Graduate degree from Glasgow Caledonian University

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    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.

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