Devon Griffiths

Devon Griffiths

Investment Advisor

Associate Portfolio Manager

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(403) 366-2003

Office Location

421 - 7th Ave. SW., Suite 900 Calgary, AB T2P 4K9. map

Devon and his team work with individuals and families to grow and preserve their wealth through integrated, comprehensive, and thoughtful wealth solutions. They focus on building genuine relationships, taking the time to listen to and understand their clients' needs and unique goals, and tailoring strategies designed to help them achieve what's important to them. Devon believes strong risk-management is fundamentally at the core of wealth management, and their team's approach reflects this belief. He and his team are committed to being dedicated, informed, and reliable stewards of their clients’ wealth.  

Devon comes from a technical background where, prior to joining TD, he served as Chief Operating Officer for a public energy company. His prior career relied heavily on the integration of technical data with the broader business and economic goals of a corporation within a highly competitive and dynamic market. His first-hand experience working with investors, corporate boards, investment analysts, and major financial institutions has given him unique insights into the companies and markets he and his team invest in. Following the successful sale of the company, Devon took the opportunity to transition this experience to an arena where his love of capital markets and risk analysis could be married with his desire to provide a fundamental service to individuals and families. 

Devon holds the Chartered Investment Manager (CIM®) designation, is an Investment Advisor and Associate Portfolio Manager, and is also a Life Insurance Advisor with TD Wealth Insurance Services. When not at work, Devon and his wife enjoy being active and exploring the mountains with their two daughters, always with their springer spaniel (Lemon) in tow. Devon spent numerous years as a member of the volunteer organizing committee for the annual Calgary Marathon coordinated by the Run Calgary organization. He also spent several years volunteering with the Canadian Adaptive Snowsports Association in Calgary.

Certificates

CIM®

Languages

English

Navigate your financial journey with experience, knowledge and commitment on your side.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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.

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