Douglas McPhee
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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 Chartered Investment Manager designation and has been practicing for the past 29 years with an emphasis on portfolio management and tax efficient investment strategies. The McPhee Wealth Advisory Group have over 30 years combined experience and manage over $250 million, as of Aug 2023. Doug is actively involved in the community and serves on the board of the Chinook Scout Foundation.
McPhee Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
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Certificates
CIM®
FCSI®
Languages
English
Education
University of Calgary

Your Goals, Our Priorities
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
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
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
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.
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