A New Level of Service
My role, as an Investment Advisor, is to understand your situation and put together a sound investment plan that is unique and tailored to your priorities. After 19 years in the financial services industry, one of the most important things I’ve come to understand is how much clients value a strong wealth plan and ongoing review.
A Universe of Choice
I believe that dealing with a reputable firm that can provide you access to a comprehensive range of investment options is integral to making your plan work to its best potential. TD Wealth Private Investment Advice can offer you access to a broad range of highly competitive financial products and services, including:
· Stocks, Bonds, GICs, and Preferred Shares
· Exchange Trade Funds (ETFs)
· Mutual funds (3rd party and bank)
· TD Premier Managed Portfolios
· New Issues
· Covered Call Writing for Income
An important part of my commitment to clients is to help ensure that they understand all the options available to them. You can expect me to explore potential solutions in depth to ensure that you can make an informed investment decision. I contact and meet with you regularly to discuss your progress, review any changes to your situation and implement changes as required. In addition, my access to TD Professionals enables me to introduce you to specialized areas such as estate planning.
David’s list of credentials includes the prestigious Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He also holds his Options License enabling him to provide advice on advanced investment and estate planning strategies. David obtained his Bachelor of Arts degree from the University of British Columbia.
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.