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David Smart

Investment Advisor

Working together to help you achieve what truly matters to you

Whether you are investing for yourself, your family or your business, we can custom design an investment portfolio to meet your specific needs for growth, income or capital preservation.  We provide you with access to virtually every type of investment, including stocks, bonds, GICs and mutual funds – all backed by proven investment strategy and top ranked capital markets research.

 We help:

  • Entrepreneurs, professionals and executives, who require a process oriented approach to accumulating and growing their wealth.
  • Well-established families, who are seeking professional guidance to transfer their wealth to the next generation in a tax-efficient manner.
  • Pre-retirees, who want to make the most of their savings as they approach retirement.
  • Retirees, who require tax-efficient strategies to convert their assets into an income stream and want to maximize their estate for the next generation.
  • All of the above, who are interested in a Total Wealth Management approach which includes investment advice, financial planning, will and estate planning, tax strategies and insurance.

We would be pleased to speak with you about your financial objectives.  Please feel free to contact us today. 

ADDITIONAL CONTACT

Toll Free: (800) 775-0037
Fax: (905) 528-6897
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897

We're redefining private wealth management.

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.

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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.

Capitalizing on market uncertainties

With less than two weeks to go before the U.S. elections and a second COVID-19 wave underway, there are plenty of headlines. But has the market properly priced in the risks? Kim Parlee speaks with Ben Gossack, portfolio manager, TD Asset Management on how to capitalize on the uncertainties.

Pandemic exodus: Is it time to move to the country?

Canadians who are working from home for the long haul may be thinking about trading their expensive houses in the city for more balanced lifestyles in the country. Kim Parlee speaks with Zeljka Walker, an Investment Advisor with TD Wealth, about the pros and cons of an urban exodus and what to consider before you sell.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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