Craig Henry, CFP®, CIM®

Senior Investment Advisor

Throughout my career, I have dedicated myself to helping families harness their wealth to create a fulfilling and meaningful life. My early exposure to financial professionals sparked my passion for investing, building lasting relationships, and delivering thoughtful guidance.

In my role, I take pride in overseeing every aspect of the client experience. This ranges from portfolio construction and investment research to offering comprehensive strategies in wealth management, retirement planning, tax considerations, and estate planning. Each interaction is shaped by a commitment to excellence and a genuine desire to see clients gain both confidence and clarity in their financial journeys.

What I find most rewarding is witnessing clients achieve financial confidence and a sense of direction. My approach is one of compassion, something that I feel has been reflected in the recognition I have received through many awards over the years.

Beyond my professional life, I enjoy spending quality time with family and friends, staying active through fitness, and embracing outdoor adventures at the cottage. These moments help me maintain balance and bring fresh energy to the work I do.

 

 

Loren Siegal

Client Service Associate 

I have been with TD for over two decades now, and more than fifteen of those years have been spent with TD Wealth. This extensive experience has truly shaped my commitment to delivering outstanding client service and building meaningful relationships.

Outside the office, I enjoy spending quality time with my family. Supporting my daughter at her dance competitions and my son at his baseball games brings me a sense of balance and motivation.

TD Wealth Private Banking

Achieve more when you work with professionals who understand your goals and can help you reach them. Private Bankers provide support with your banking needs while connecting you with the right TD specialists to manage your wealth management needs, so you can focus on other priorities.

Additional TD Specialists

Geoffrey Smith BA (Hons), LL.B.

Business Succession Advisor

Des Jardine

Estate Planning Advisor

Jo-Anne Ryan

Vice President, Philanthropic Advisory Services

Shelly Parker

High Net Worth Planner

Tax and Estate Planner