Darryl Choptuik
Darryl Choptuik
Senior Investment Advisor
BA (Hons)
CFP®
Tailored solutions in tune with your needs and the needs of those you care about
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Helping Clients Create Financial Confidence
This 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.
Certificates
BA (Hons)
CFP®
Education
BA (Hons) University of Manitoba
Community Involvement
Child Find Manitoba
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
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
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.
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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
Empowering Polly to achieve financial success
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.
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
Putting finances into perspective
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.
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
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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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