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James Berry

Vice PresidentInvestment AdvisorCertified Retirement Specialist

  • CIM®
  • BA Hons

Wealth management that evolves as your needs, priorities and circumstances change over time

For over 20 years, James Berry has been providing clients with wealth management solutions tailored to their needs.  He assists Baby Boomers and their parents to achieve a long comfortable retirement.  He works with Business Owners to help protect and preserve their wealth as well as to provide for their loved ones.  James provides a long-term advisory relationship that is entirely focused on understanding your personal situation and needs.

As a client, James aims to provide you with steady consistent returns over time, while enabling the ability to generate a tax efficient income stream, allowing you to keep more of your hard earned dollars for your own personal enjoyment.  He also wants to help you leave a lasting legacy for your loved ones.  James’ dedication to exceptional client experiences and efficient financial strategies are the foundations of his business.

James is an Investment Advisor and Certified Retirement Specialist in The Toronto Summit Branch.  James has combined his first class education and his years of experience to develop relevant and progressive investment and wealth planning strategies for clients. James provides you with a full suite of wealth management services including portfolio management, investment and wealth planning, tax and estate planning strategies .

Outside of the office, James is family and community-oriented.  James is happily married with three wonderful children, Charlotte, Benny and Madelaine.  James has been involved with a number of different charitable groups including the Heart and Stroke Foundation, Sick Kids, and The Movember Foundation.  James also enjoys playing golf, squash, scuba diving and traveling.

James would be pleased to offer you, or your loved ones, a complimentary financial review.  Please contact James to arrange a time to meet. 

ADDITIONAL CONTACT

Toll Free: (800) 563-5095
Fax: (416) 307-6680
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

LANGUAGES

English

EDUCATION

Queen's University

Additional Information

Our Philosophy_man_ENG.jpg

A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.

- Brad Simpson, Chief Wealth Strategist, TD Wealth

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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