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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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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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?