Craig Henry

Craig Henry

Senior Investment Advisor

CFP®

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(905) 665-6496

Office Location

209 Dundas Street East 5th Floor Whitby, ON L1N 7H8. map

My passion has always been helping people with their financial well-being.

I provide a wide breadth of experience in the industry since 1993 with a focus on fostering strong client relationships and helping affluent and high net worth clients achieve their financial goals with confidence.  I will work with you one-on-one to build a holistic customized wealth plan.  My focus is on 4 major pillars:

  • Building your net worth
  • Tax efficient investing
  • Protecting what matters
  • Leaving a legacy
My team and I have access to many TD specialists in the field who will support you in formulating a plan and executing the recommendations.

Specializing in:
  • Retirement Planning
  • Investment Management
  • Estate and legacy Planning
  • Efficient tax strategies
  • Education Planning
  • Insurance Planning
  • Business Succession Planning
I hold the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations offered by the Financial Planning Standards Council and the Canadian Securities Institute.

At TD Wealth Private Investment Advice, we understand that making decisions that affect your life is a deeply personal experience.  We also appreciate the importance of growing and preserving your wealth in helping you enjoy the life you want to lead.

That's why we take a unique approach to understanding you, your family and your values.  Using behavioural finance and our distinct discovery process, we'll help uncover what matters most to you, so we can build a strategy focused on helping you achieve your vision of success.

Certificates

CFP®

CIM®

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.

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.

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.

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