Daniel Galbraith

Daniel Galbraith

Investment Advisor

CIM®

B.A.

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(519) 640-8561

Office Location

380 Wellington Street 18th Floor, Tower B London, ON N6A 5B5. map

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As a senior investment advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions and Wealth Services. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.

I have been providing my clients with wealth management services and collaborating with TD Specialists for the provision of banking solutions for over 10 years. My clients include individuals, families, business owners and community foundations

When I’m not engaging with clients, I like to spend time with my wife and children at home in London or at the hockey rink.

Certificates

CIM®

B.A.

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.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

TD Wealth

We believe in our vision, our team – and your future. We believe in serving Canadian families by applying behavioural science, which provides insight into how people make decisions, so we can discover and address financial blindspots. And most of all we believe in informed advice that’s designed to:

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.

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.

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