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Gordon Jarvis

Branch ManagerSenior Vice President

Our discovery and wealth management approach is driven by what matters most to you

At TD Wealth, I lead a team of investment advisors and portfolio managers that work collaboratively with high net worth individuals and families to build a unique wealth plan to help them achieve their vision of success.

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A unique approach anchored in an understanding of you

Even the most savvy investors could benefit from understanding their individual wealth personality. I would be pleased to introduce you to one of our advisors to help you uncover yours. They will take you through TD Wealth's proprietary discovery process, which utilizes principles of behavioural finance theory to uncover the values behind your goals, identify your wealth priorities and then build a strategy that is rooted in all.  

To learn more about how behavioural finance can impact your decision making, read the articles below:
Be on Your Best Financial Behaviour
A Winning Personality
Discover Your Investing Blind Spots


The right fit, the benefit

Once your connected with a dedicated advisor, they will build a core team of wealth planning specialists, who can contribute their expertise in everything from tax strategies and business succession planning to retirement and estate planning strategies.

At TD Wealth, we believe that high-net-worth clients are looking for investment solutions, not products. You can benefit from:
  • Proactive advice and research tailored to your personal needs and goals.
  • Comprehensive strategies delivered in conjunction with TD specialists who can contribute their expertise to building a wealth plan that brings the best of the TD Bank Group to you.  
  • Exclusive access to a broad range of investment solutions, including domestic and global equities, mutual and exchange-traded funds, fee-based and structured solutions
  • A team of wealth planning specialists, who can contribute their expertise in everything from tax strategies and business succession planning to retirement and estate planning.
  • Regular reviews of your customized strategy to help ensure your wealth plan evolves as you do
  • Access to research and thought leadership to help you navigate the most challenging market cycles

ADDITIONAL CONTACT

Toll Free: (800) 775-0037
Fax: (905) 527-8382
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897

COMMUNITY INVOLVEMENT

United Way Senior Ambassador

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.

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You have questions, I have answers. Let's have a quick chat.

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.

Oil prices march higher as OPEC calls emergency meeting

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

Could COVID-19 foil your retirement plans? Here’s what you need to know.

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Tannis Dawson, high net worth planner, TD Wealth about planning for your retirement in the wake of the coronavirus outbreak.  

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

MoneyTalk - Don’t let fear rule your mind in times of crisis

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

Do you know someone who would benefit from my services?