James Berry, Conseiller en placement,Toronto, ON

Phone

Office

Mobile

Office Location

66 Wellington St. W., 36th Floor Toronto, ON M5K 1A2. map

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.

Phone

Toll Free

(800) 563-5095

Fax

(416) 307-6680

Branch Phone

(416) 307-6672

Branch 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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

Wealth-building Strategies for now and the years ahead

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Multi-Generational Family

Retirees / Pre-retirees

Will and Estate Planning

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

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 is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.