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Don has been looking after the needs of individuals, families and corporations for over 18 years, and has over 24 years in the investment industry. He focuses on working with his clients and designing portfolios to meet their unique goals and objectives, and is licensed to use a wide range of investment products to meet these goals. Also he is a Life Insurance Advisor with TD Wealth Insurance Services. With his Chartered Investment Management (CIM) designation, Don is one of a select group of Portfolio Managers able to offer the Privately Managed Program, TD Wealth's premiere discretionary management program. He holds also a Certified Financial Planner designation, and is able to further assist clients' plans for all the transitions in their life.
Outside of work, Don can be found with his young family, participating and coaching their activities. As an Investment Advisor and friend, he believes in the value of giving back to the community, and also volunteers for a number of local charitable organizations.
Toll Free: 1(800) 382-4964
Fax: (416) 512-6923
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
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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