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Doug McPhee is a native Calgarian and graduate of the University of Calgary. He started working for a major investment dealer in 1988 and then joined TD Wealth Private Investment Advice in 1994 as the founder, and manager of the Calgary Branch. Doug holds his Certified Investment Manager designation and has been practicing for the past 20 years with an emphasis on portfolio management and tax efficient investment strategies. The McPhee Investment Team have over 30 years combined experience and currently manage over $250 million. Doug is actively involved in the community and serves on the board of several organizations including the Business For Calgary Kids Foundation and Young Entrepreneur's Organization. Away from work is spent with his wife Liz and their three boys.
Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.
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.
Mihye is a Client Service Associate for TD Wealth Private Investment Advice and is registered as an Investment Representative. Mihye plays an important role in providing a legendary customer experience to our valued clients. She believes strongly that the client/advisor relationship is built upon trust and communication, and is dedicated to providing tailored solutions to serve our clients needs.
Mihye Lee was born in South Korea and raised in Paraguay for 18 years. She graduated Sungkyungkwan University in Business Administration and completed her Financial Services diploma at SAIT. She was working at TD Aspen branch and has recently joined TD Wealth Private Investment Advice. Mihye likes to spend time with her family and enjoys cooking and hiking.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Joseph Vanderleest
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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.
advisors.td.com/doug.mcphee
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