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Doug focuses on a "Listen First" approach. Developing portfolios and wealth plans that are ideal for each client is a result of his process of listening and understanding his clients as well as the current financial environment.
"I want all of my clients to not only profit from our relationship, but enjoy and feel more confident after every conversation."
Doug holds the Certified Financial Planner and Chartered Investment Manager designations and is a Portfolio Manager. Coordinating his 16 years of experience, knowledge and the deep resources of TD Wealth ensures that his clients can trust the advice he and his team provide. Having been a TD Canada Trust Branch Manager, Doug knows the importance of pleasant and professional service making this a priority in all interactions.
In his free time Doug enjoys all sorts of sports; tennis, squash, mountain biking, fishing and snowboarding. Doug and his wife reside in North Vancouver and have two daughters in university and one young Golden Retriever in obedience school.
Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
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.