Dwayne Palchewich & Associates
Dwayne Palchewich & Associates
At TD Wealth Private Investment Advice, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values.
Our Value Proposition
Our goal is to ensure that you can enjoy your desired lifestyle with less complexity.
If you are interested in attending our Noon Hour Chats, please reach out if you are not receiving our invitations.
Research and Insights From The Wealth Investment Office
Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.
Monthly Perspectives | Standing in a Bucket | June 2025
The One Big Beautiful Bill Act is a big piece of legislation, and it includes many proposed tax measures in the U.S. that impact non-citizens and non-residents. This includes a new Section 899, increasing federal income tax and withholding tax rates on U.S.-sourced income earned by Canadian corporations and individuals. Let’s expect the best but plan for the worst. At the end of the day, the best way to manage risk is to ensure you have the right plan in place and stay diversified.
WIO: Portfolio Strategy Quarterly Q3 2025
The risks we see coming yet do nothing to avoid (the so-called “Grey Rhinos”) and this headline-driven market often mask the truth about economic conditions, which over the long term underpins financial markets. There’s no doubt we live in turbulent times. We will dig deep with the best of our thinking to take advantage of opportunities and manage risks with a well-diversified, contemporary investment portfolio built and managed around a thoughtful wealth plan. Read on.
WIO: Quarterly Market Review: Q2 2025
Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Seven quarters of growth: What's fueling the rally in preferred shares?
Article
Seven quarters of growth: What's fueling the rally in preferred shares?
Preferred shares have seen seven consecutive quarters of gains, but can that move higher continue? James Hunter, VP, Director and Portfolio Manager with TD Asset Management, gives his view.
The economic impact: What to watch for as Canada, U.S. trade deadline looms
Article
The economic impact: What to watch for as Canada, U.S. trade deadline looms
With Canada facing a looming U.S. deadline, can the economy handle another potential trade shock? Derek Burleton, TD Deputy Chief Economist joins MoneyTalk to discuss.
What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.
Article
What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.