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Darcy Wakelyn

Vice PresidentInvestment AdvisorCertified Retirement Specialist

  • CIM®
  • BBA

Working together to help you achieve what truly matters to you

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

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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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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?