Darcy Wakelyn
Senior Investment Advisor
Associate Portfolio Manager
CIM®
BBA
Working together to help you achieve what truly matters to you
Phone
Office Location
Meet Darcy Wakelyn
Darcy believes managing and preserving wealth effectively requires the combination of solid credentials, great discipline, and a wealth of expertise. Utilizing his 28 years of Investment experience, a specialized education in finance, and the resources of one of the top financial institutions 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 Chartered Investment Manager (CIM®) designation and holds the Certificate in Retirement Strategy.
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 institutional wealth management firms in the world. From 2000-2010, Darcy held the position of Regional Vice President at a Canadian-based money management firm with approximately $45 billion under management.
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 help 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 Client Service Associate 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.
Phone
Fax
(604) 870-3926
Certificates
CIM®
BBA
Education
University of the Fraser Valley
Community Involvement
Abbotsford Community Foundation
Your Goals, Our Priorities
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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
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
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
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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