Derek Plaxton, Investment Advisor, Toronto, ON

(416) 983-6973Telephone number
79 Wellington Street West 10th Floor Toronto, ON M5K 1A1Map

We work with professionals and their families to help them achieve their financial goals. We strive to provide a high level of service, accountability, and industry knowledge.

___________________________________________________________________________________________

As an Investment Advisor at TD Wealth Private Investment Advice, I am consistently looking for financial solutions to help you meet your wealth planning goals. By working in collaboration with a team of TD specialists, I can apply a holistic approach for developing an integrated wealth management program that will combine both your personal and financial needs.

TD specialists that we engage are:

Estate Planners : helping to protect the value of your estate and helping to provide funding so you can meet financial obligations as a result of illness, disability or death . At TD Wealth, you have direct access to TD specialists who are dedicated in providing protection strategies that can complement your overall wealth management program. Our Estate Planning Advisors, Gary Titmarsh and Paul Badham, have an extensive background in estate and wealth protection planning and have successfully integrated these strategies for many of our clients.

TD Canada Trust Bankers: can assist you in managing your finances, including your investments, banking and credit needs. Currently I work closely with Financial Advisors at the TD Canada Trust branch located at the Shops of Don Mills. I feel that they provide exceptional service, financial advice, and a comfortable banking experience for many of our clients.

ADDITIONAL CONTACT

Toll Free: (800) 563-5095
Fax: (416) 307-6680
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

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.

Meet The Team

Derek Plaxton, FCSI

Vice President
Portfolio Manager
Investment Advisor

Brenda Melzer

Assistant Investment Advisor
Certified Retirement Specialist

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Canadians Investing in U.S. Equities

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Request appointment

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.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

Link

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

Link

TD Economics

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

Link

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

PDF Download