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David's experience in the financial services, business management and investment management industry spans over 30 years. Developing and the ongoing management of in depth financial, estate, investment and tax plans for our clients and/or their business ventures is his priority.* Passionate about providing clients with a customized solution for their individual needs, he holds the designations of Certified Financial Planner (CFP), and Certified Divorce Financial Analyst (CDFA). Buckrell Clark Wealth Advisors 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. *Some services are provided in collaboration with TD specialists.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
With over 13 years of experience with TD Bank, Garth has worked in a number of different areas, including TD Commercial Banking and TD Wealth Private Investment Counsel. He has been a member of Buckrell Clark Wealth Advisors since 2011. His responsibilities include portfolio strategy, investment research and marketing. He is also happy to assist with any equity, mutual fund or fixed income trades or inquiries. Garth is knowledgeable and dedicated to providing legendary client service. Garth has passed level one of the CFA designation and holds the Chartered Investment Manager (CIM) designation as well as an honours graduate of Wilfrid Laurier University’s’ Bachelors of Business Administration program.
Kathy brings over 18 years' experience within the financial service industry and has been working with Buckrell Clark Wealth Advisors since November 2016. She has spent many years servicing high net worth clients, and her extensive knowledge, professionalism and attention to detail allow her to manage the team's administration, compliance and communication to ensure a legendary client experience. Kathy is licensed as a Registered Representative, and is able to take unsolicited equity, mutual fund and fixed income trades. She holds a Bachelor of Business Administration, honours, from Brock University and has completed the CSC, CPH, PFP and WME from Canadian Securities Institute.
Ramona joined our team in November 2018, and brings with her over ten years of experience from TD Canada Trust where we believe she excelled in providing exceptional client service. She has held many roles such as Customer Service Representative, Customer Relations Coordinator, Financial Services Representative and most recently, Financial Advisor. Knowledgeable and detail orientated, Ramona provides dedicated support in the daily management of your accounts, and serves as the primary contact for any of your enquiries for administrative and product support. Ramona is an honours graduate of Wilfrid Laurier University's' Bachelor of Arts program and is currently enrolled in the CSC with the Canadian Securities Institute.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Tax Management
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/david.a.clark
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