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For over 17 years, James Berry has been providing clients with wealth management solutions tailored to their needs. He assists Baby Boomers and their parents to achieve the peace of mind of a long comfortable retirement. He works with Business Owners to 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 planning and estate planning.
Outside of the office, James is family and community-oriented. James is happily married with two wonderful children and Callie, the family golden retriever. 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.
Toll Free: (800) 563-5095
Fax: (416) 307-6680
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680
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.