Ian Farrell
Senior Portfolio Manager
Senior Investment Advisor
CMT
BA
Working together to help you achieve what truly matters to you
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I received my B.A. in Economics from IJVIC in 1993, and joined Burns Fry shortly after graduation. I moved to Toronto in 1995 and subsequently joined TD Wealth in 1997. In addition to holding the Canadian Investment Manager designation and completing the Canadian Options Course, I obtained my Certified Market Technician designation in 2001, being only the 13th Canadian to hold the designation at that time. I am also a Life Insurance Advisor with TD Wealth Insurance Services.
Over the past 25 years, I have grown Farrell Wealth Advisory Group to provide financial advice to 135 families, with assets under management in excess of 450 million dollars as of March 31, 2022. Our clients have diverse backgrounds and financial objectives, but what they have in common is that they expect a high level of value. We are committed to delivering that value with the four-pillar approach at TD Wealth: Build Net Worth, Implement Tax Efficient Strategies, Protect What Matters, and Leave A Legacy. By taking this approach we have a proven track record of helping clients achieve their goals throughout their financial lifecycle.
When I am not at work, I enjoy a variety of different sports activities including: gym, Brazilian Jiujitsu, golf.
Farrell Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Certificates
CMT
BA
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
The Planning Process
Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.
Our unique discovery process uncovers the values behind your personal vision of success.
Understanding & Confirmation
We take the time to listen to your story - making note of what matters most to you.
We summarize our understanding of your financial priorities and needs to make sure you're in agreement.
Determine & Present Solutions
We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.
We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.
Implementation & Ongoing Review
We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
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.
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