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Trusted. Qualified. Local.
Acting locally is a time honored concept, often applied to the food we eat, the goods we consume and the organizations we support; however, it also applies to planning our personal finances.
Employing the same local approach to the selection of our Investment Manager means more than simply placing a face to the name on the other end of the phone, it signifies the conscious selection of an Advisor who appreciates all that is uniquely Victoria: the culture, the lifestyle and ultimately the specific financial needs of its residents.
As a local resident and true West Coast enthusiast, I pride myself on the long-standing relationships I build with my clients, who are predominantly in-or-contemplating retirement.
In addition to providing comprehensive investment management services, we collaborate with additional TD specialists to offer insurance solutions, estate planning and trust services, and charitable giving strategies. We will consult with you on an ongoing basis to determine which of the vast array of possible investment and wealth planning solutions truly meets your specific needs and which will help preserve your family’s wealth through these challenging economic times.
Our commitment to you, is to consistently deliver positive and memorable client experiences each and every time we meet.
Please contact us today to see how Ackerman Private Wealth can help build a strong and secure financial future for you and your family in picturesque Victoria.
Toll Free: (888) 356-4142
Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
Bachelor of Commerce, Major in International Business from Peter B. Gustavson School of Business at the University of Victoria
Board Member Emeritus, Victoria Symphony Society
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.