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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 13 years in the financial services industry, one of the single-most important things I’ve come to understand is how much clients value the financial peace of mind that comes with a good planning and ongoing review.
A universe of choice
Dealing with a reputable firm that can provide you access to the full range of investment options available is integral to making your plan work to its best potential. TD Wealth Private Investment Advice offers 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
· Life and Disability Insurance offered through TD Wealth Insurance Services
· Insured and non-insured Annuities offered through TD Wealth Insurance Services
· Covered Call Writing for Income
An important part of my commitment to clients is to help ensure that they fully understand all the options available to them. You can expect me to explore potential solutions in depth to ensure that you can make a completely informed investment decision. As well, 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.
Toll Free: (877) 792-5228
Fax: (250) 738-2030
Branch Office: (250) 738-2024
Branch Fax: (250) 738-2030
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.