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James Allison

Branch ManagerVice President

  • FCSI®

"Working together to help you achieve what truly matters to you"

  • Discover & monitor your vision & goals.
  • Instill confidence & act wisely on your behalf.
  • Provide investment solutions that are tailored to meet your needs.
  • Make you feel confident that we will bring in specialists as needed.
  • Manage your money with the level of safety you desire.
  • Monitor your investments & keep you informed.
  • Promptly contact you when a significant market change occurs that could impact your portfolio.
  • Proactively provide you with information you need to make decisions.
  • Make you feel part of the process.
  • Offer time tested & proven wealth management techniques or strategies.
  • Work with your accountant, lawyer & other professional advisors.
  • Save time, energy & money.
  • Meetings with open, honest, mutual discussion.   

ADDITIONAL CONTACT

Branch Office: (204) 988-2748
Branch Fax: (204) 988-2757

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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