Darryn Stroud
Portfolio Manager
CIM®
Working together to help you achieve what truly matters to you
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For over two decades, Stroud Wealth Management has been working with affluent families and businesses to provide customized wealth solutions and investment management strategies to help them grow and protect assets. We work together with you and your family at each stage of your life.
Our clients are active, busy, and successful families. Whether our clients are running established businesses, or enjoying an active outdoor lifestyle in the Blue Mountains, in collaboration with TD specialists, we provide them with specialized wealth management, financial, retirement, and estate planning solutions so that they can focus on what matters most to them.
At Stroud Wealth Management, we recognize the rapid changes in the financial industry and increasing complexities in our clients' lives. As a result, we take clients through an in depth discovery process to truly understand their needs, and then build a comprehensive road map to help them get to where they want to go. Our process is educational, transparent, and easy to follow so that the families that we work with can understand the purpose and clearly see the value behind what we do. This helps to remove some of the emotion that surrounds our clients' financial health, which can lead to more predicable positive outcomes.
Darryn holds the Chartered Investment Manager (CIM) designation and has over 21 years of experience in the financial sector. Prior to joining TD Wealth Private Investment Advice, Darryn served as a Trader, Branch Manager, and Chief Compliance Officer where he advanced his in-depth market and industry knowledge.
Darryn lives in Thornbury with his wife, Julie, and their three children.
Certificates
CIM®
Languages
English
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
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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