David Predovich

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David Predovich

Associate Portfolio Manager

Senior Investment Advisor

B.Comm.

CIM®

CIWM

Working together to help you achieve what truly matters to you

Phone

Office

(905) 501-8661

Office Location

25 Watline Avenue 6th Floor Mississauga, ON L4Z 2Z1. map

As a professional specializing in wealth accumulation and management strategies, David's knowledge and experience enable him to apply real financial science to the distinctive and professional services that he offers. He takes the time to understand each family’s unique circumstances and implements proven solutions. David’s client families are treated to an exceptional experience, receiving the best available advice to deliver superior financial results.

David is a relationship-builder who uses a defined, disciplined process to determine where his clients are now versus where they would like to be. He understands that financial goals may change as family situations change. His clients benefit from personalized advice on an ongoing basis through a team approach at TD Wealth.

David holds a Bachelor of Commerce degree specializing in Entrepreneurial Management and graduated with distinction. He is a Chartered Investment Manager and also holds Certificates in Retirement Strategy, Advanced Investment Advice and Estate Planning & Trust Strategy from the Canadian Securities Institute. In addition, David is a member of Mensa, which is an international high-IQ society. His commitment to provide his clients with a superior level of service drives him to continue learning and enhancing his professional credentials.

David’s colleagues at TD Wealth each have focused areas of proficiency so further expertise is always available. A wide range of wealth-management services are offered including investment planning, will and estate consultations, tax-management strategies, and the implementation of charitable foundations. To ensure proper coordination, he works in consultation with other professional advisors, such as lawyers, accountants, and private bankers.

Born and raised in Toronto, David has called Mississauga his home for the past several years. His family roots in the GTA go back to the 1850s. In fact, David's great, great, great grandfather built a house in historic Oakville that has been standing since 1852.

Certificates

B.Comm.

CIM®

CIWM

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

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.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

Market Commentary

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.

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Money Talk

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You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: The Perfect Gift

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