Helping Clients Create Financial ConfidenceThis is our guiding principle. We strive to fully understand your most important priorities & goals in order to develop a customized Wealth Management plan that provides you & your family Financial Confidence both now & for future generations to come.
Who we are & what we do
Darryl J. Choptuik is a Senior Investment Advisor who holds the Certified Financial Planner designation and has almost 3 decades of experience guiding professional clients & their families confidently toward retirement. Every individual has a unique situation & story and developing a customized comprehensive strategy for you forms the core of our planning process.
Wealth Management Confidence beyond Investment Advice
Financial Confidence goes far beyond an investment portfolio. We develop tailored strategies for you adhering to our 4 cornerstone approach, engaging TD specialists where needed:
- Helping clients build & protect net worth through personalized investment & credit strategies.
- Helping you implement Tax Efficient strategies through tax minimization & Retirement Income Planning.
- Helping you protect what matters to you most through risk mitigation strategies & Trusts
- Helping you create & leave a Legacy by maximizing your estate values
Darryl spends his personal time travelling, golfing, cooking, entertaining, collecting scotch & fine wine & spending quality time with his family.
BA (Hons) University of Manitoba
Child Find Manitoba
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
Transfer of Wealth
Will and Estate Planning
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.
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.