James Berry
Portfolio Manager
Senior Investment Advisor
BA (Hons)
CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
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
BA (Hons)
CIM®
Languages
English
Education
Queen's University
By choosing TD Privately Managed Portfolios offered through TD Wealth Private Investment Advice, you will work closely with a dedicated Portfolio Manager who will listen to your needs and deliver tailored wealth management strategies aligned to your individual financial goals.
Our Solutions
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Wealth-building Strategies for now and the years ahead
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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.
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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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