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Dina Williams

Senior Investment Advisor

  • CFP®
  • B.A.

Our discovery and wealth management approach is driven by what matters most to you

Dina has 22 years of experience in the Investment industry providing financial advice and Wealth management with seven years prior experience in accounting.

Dina has been an Investment Advisor with TD Wealth Private Investment Advice since 2006. Prior to 2006, she was a Private Wealth Consultant managing high-net-worth clients at a leading investment firm for 12 years. Her career in the Investment industry started working on the institutional trading floor of a leading Brokerage firm.

In 1999, Dina was awarded by the Financial Planner Standards Council of Canada the highly regarded Certified Financial Planning Designation (CFP). Dina also has a degree in Economics from York University, which provides the fundamentals and building blocks for providing investment advice in complex world economies. My methodology is client, family and business focused where I have developed strong relationships over the years. I specialize in investment management, retirement and estate planning strategies, business succession planning strategies, and tax management strategies.      
         

I will work with you and your family over the years to help accumulate preserve and transition your wealth. A customized strategy is implemented for each client, which is based on their unique circumstances. A regular follow- through strategy is employed and the plan will be reviewed on a regular basis.- My belief is the key to lifetime financial health and happiness- through the years- is a holistic style wealth management plan- that focuses on all aspects of a client's financial well-being.


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Quarterly Newsletter Winter 2023.pdf
Quarterly Newsletter Autumn 2022.pdf
Quarterly Newsletter Summer 2022.pdf
Quarterly Newsletter Spring 2022.pdf
Quarterly Newsletter Winter 2022.pdf
Quarterly Newsletter Autumn 2021.pdf
Quarterly Newsletter Summer 2021.pdf
Quarterly Newsletter Spring 2021.pdf
Quarterly Newsletter Autumn 2020.pdf
Quarterly Newsletter Summer 2020.pdf
Quarterly Newsletter Spring 2020.pdf

Quarterly Newsletter Winter 2020.pdf







ADDITIONAL CONTACT

Toll Free: (800) 769-0795
Fax: (905) 815-2324
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324

Going beyond the financial picture


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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