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Dina Williams

Vice PresidentInvestment 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 2020.pdf






ADDITIONAL CONTACT

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

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.

Oil prices march higher as OPEC calls emergency meeting

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

Could COVID-19 foil your retirement plans? Here’s what you need to know.

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Tannis Dawson, high net worth planner, TD Wealth about planning for your retirement in the wake of the coronavirus outbreak.  

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

MoneyTalk - Don’t let fear rule your mind in times of crisis

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

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