Skip to main content

James Blackwell

Investment Advisor

  • PFP®

"Working together to help you achieve what truly matters to you"

TD thin Banner.jpg
 
James has over 20 years experience in the financial services industry. Starting in banking, James gained valuable experience in personal lending, and financial planning.  As an Investment Advisor, James has been providing comprehensive wealth management advice and investment solutions to individuals, business owners and their families for over 12 years.  James is focused on delivering exceptional advice and service to his clients. He also works in collaboration with a team of professionals within TD Bank Group who specialize in wealth protection and insurance solutions, estate planning and trust services, and charitable giving strategies.   James holds the Personal Financial Planner designation (PFP) and is a Certified Retirement Specialist. He has been active in the community, serving as a board member and president for the Owen Sound Rotary Club as well as serving as the treasurer for Arran Elderslie Minor Hockey.    Please contact James to see how you and your family can benefit from his experience in wealth management.

TD thin Banner.jpg
The Discovery Process

James will take you through a process that uncovers the values behind your personal vision of success and help determine what truly matters to you. Through this discovery process he'll gain an in-depth understanding of your unique needs and, with a team of specialists, build a wealth plan to help you achieve your vision of success.

To learn more about how behaviours can impact your decision making, click on the articles below:
  
blind spots.jpg
Discover Your Investing Blind Spots.pdf

behaviour.jpg
Be on Your Best Financial Behaviour.pdf

Winning.jpg
 A Winning Personality

Capture.png
4 Pillars.pdf

ADDITIONAL CONTACT

Toll Free: (888) 371-3031
Fax: (519) 371-0076
Branch Office: (519) 371-4095
Branch Fax: (519) 371-0076

LANGUAGES

English

Helping you achieve your vision of success

uncover our approachv2.PNG

Unique Offeringv2.PNG

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from my services?