James Berry
James Berry
Associate Portfolio Manager
Senior Investment Advisor
CIM®
BA Hons
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
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 a Portfolio Manager and Investment Advisor in The Toronto Pinnacle Branch. James has combined his professional education with 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.
James Berry Wealth Management 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.
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 a Portfolio Manager and Investment Advisor in The Toronto Pinnacle Branch. James has combined his professional education with 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.
James Berry Wealth Management 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.
Phone
Fax
(416) 307-6680
Certificates
CIM®
BA Hons
Languages
English
Education
Queen's University
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
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
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
Empowering Polly to achieve financial success
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.
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
Putting finances into perspective
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.
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
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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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