Donald Boaler, Investment Advisor,Winnipeg, MB

Phone

Office

Mobile

Office Location

360 Main Street Suite#2100 Winnipeg, MB R3C 3Z3. map

As an Investment Advisor, I recommend working with a trusted and qualified investment professional to set a long term strategy aligned with your specific life goals and risk profile. I believe that Advisors play an important role in your investment future regardless of where the markets are heading.

It is my opinion that clients are focused on two things when they work with an Investment Advisor: the services that the Advisor provides and the associated cost. It is my belief that establishing a mutually acceptable balance between services and fees builds the foundation for a long-term client relationship.

My integrated wealth management process begins with a clear understanding of your financial situation today and where you would like to be tomorrow. I need to know what is important to you as well any concerns or challenges facing you and your family. With this valuable information I am able to identify financial gaps and present strategies and concepts to close those gaps entirely or at least reduce them. On many occasions I collaborate with TD specialists as well as external professionals for their advice and guidance.

My practice focuses on providing comprehensive wealth planning for affluent and high net worth individuals, families, corporations, foundations, and charities. Some of the services that I provide include: portfolio management, tax minimization strategies, philanthropy strategies, business succession planning strategies, retirement planning, insurance planning strategies, and estate planning strategies.

The key to the wealth management process is an open, honest and trusting relationship. I want to be the Advisor that my clients call first regarding any financial situation that impacts them or anyone else they know. If I am unable to assist directly I’m confident that with my extensive network I can point them in the right direction.

I have proven experience and credentials with over 31 years in the financial services industry. I have been an Investment Advisor for over 20 years and prior was Manager of Personal Banking with another major Canadian financial institution for over 14 years.

My office is located downtown at 360 Main. Through my collaboration with TD Canada Trust I have a strong business network with TD Kenaston, TD St Anne’s, and TD Kildonan Crossing.

Please contact me directly to arrange a complementary initial consultation. I believe it is prudent strategy to obtain a “fresh opinion”.

Phone

Toll Free

(866) 415-7284

Fax

(204) 988-2757

Branch Phone

(204) 988-2748

Branch Fax

(204) 988-2757

Languages

English

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

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.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

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.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.