Douglas Findlay
Investment Advisor
Branch Manager
FMA
FCSI®
Working together to help you achieve what truly matters to you
Phone
Office Location
With well over a decade of industry experience and commitment to professionalism, my clients benefit from a detailed advisory process and disciplined investment philosophy. My clients can also rely on experienced advice and customized wealth plans designed to meet their lifetime financial goals.
I began my career in financial services with a major Canadian Chartered Bank, progressing through roles in personal banking, account management, and financial planning. I then gained institutional experience as an analyst within the asset management division of a leading Canadian mutual fund company. Prior to joining TD Wealth, I was a senior manager with one of Canada’s oldest independent investment management firms. I earned a degree in Economics from McMaster University in 1993, and was awarded a second degree in Political Science from McMaster in 1994.
My commitment to professionalism is demonstrated through my service to clients, as well as my achievement in industry specific education. I have passed level one of the Chartered Financial Analyst (CFA) program, been awarded the Financial Management Advisor (FMA) designation, am a licensed life insurance advisor, and in 2006 was awarded the Fellow of the Canadian Securities Institute (FCSI) designation. The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the Canadian financial services industry.
I believe that your investment portfolio is just a piece of your total wealth management picture. In fact, TD Wealth has determined that there are 11 critical wealth planning considerations to be addressed when developing a comprehensive wealth plan. By incorporating all these considerations I am able to work with my clients and their families in creating, preserving, and protecting their wealth over time.
Phone
Fax
(905) 815-2324
Certificates
FMA
FCSI®
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
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
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.
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.
Money Talk
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Money Talk
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TD Economics
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If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
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Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.