David Thomson

Dave Thomson TD
David Thomson

Portfolio Manager

Senior Investment Advisor

CFP®

FCSI®

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(613) 782-6872

Office Location

360 Albert Street 11th Floor Ottawa, ON K1R7X7. map

As Portfolio Manager and Senior Investment Advisor, Dave Thomson leads the Thomson Mitar Wealth Management team. Dave oversees the strategic direction of our practice by applying over 30 years of experience in banking and investment management.

Dave specializes in helping clients work through complex circumstances and strategies, balancing big picture needs with detailed solutions. Dave holds a deep understanding of the evolving financial needs demanded by successful professionals, business owners and affluent families, which has enabled Dave to build meaningful relationships that span multi generations. 

Dave holds the CFP®, CIM® and FSCI® designations.

Thomson Mitar Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.


Certificates

CFP®

FCSI®

CIM®

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.

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.

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.

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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