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Darcy Wakelyn
Vice PresidentInvestment AdvisorCertified Retirement Specialist
- CIM®
- BBA
"Working together to help you achieve what truly matters to you"
34654 Delair Road Unit 201 Abbotsford, BC V2S 2C9Map
Meet Darcy Wakelyn
Managing and preserving wealth effectively requires the combination of solid credentials, great discipline, and a wealth of expertise. Utilizing his 22 years of Investment experience, a specialized education in finance, and the resources of one of the top Wealth Management Firms in North America, Darcy creates customized Wealth Management solutions to individuals, their families and corporations.
Credentials
Darcy has continually committed himself to a high degree of professional development. In 1996, he received his degree in business administration from the University of the Fraser Valley. Darcy is also accredited with the Certified Retirement Specialist (CRS®) and a Chartered Investment Manager (CIM®) designations.
Experience
Prior to becoming an Investment Advisor at TD Wealth Private Investment Advice, Darcy spent nearly 15 years learning wealth management skills from some of the highest regarded investment management firms in the world. As a Regional Vice President, Darcy spent the previous 10 years at a Canadian-based money management firm with assets of approximately $45 Billion.
Interests
Born and raised in the Lower Mainland of BC, Darcy's life is enriched by his 4 children, and a multitude of hobbies including skiing, golfing & the great outdoors.
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Investment Philosophy & Process
My process is simple and straightforward. First, we help you define your objectives through a comprehensive life discovery discussion. Then we analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to build and protect wealth, and leave a lasting legacy.
TD Specialists
Great experiences require the assistance of great people. Helping to ensure that your relationship with us remains positive is my assistant Shawna, with extensive financial experience, both in the investment and the banking arenas. We also work in collaboration with TD Specialists who provide expertise in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.
Please contact me today to see how we can work together to help build a strong and secure financial future for you and your family.
ADDITIONAL CONTACT
Toll Free: (855) 834-2060
Fax: (604) 870-3926
Branch Office: (604) 870-3922
Branch Fax: (604) 870-3926
EDUCATION
University of the Fraser Valley, Wharton School of Business
COMMUNITY INVOLVEMENT
Abbotsford Community Foundation
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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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An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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