James Blackwell
Phone
Office Location
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 TD specialists, build a wealth plan to help you achieve your vision of success.
James has been in the financial service industry for over 20 years. Starting in banking, James gained valuable experience in personal lending and wealth 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 20 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, trust services, and charitable giving strategies. James holds the Personal Financial Planner designation (PFP®). Please contact James to see how you and your family can benefit from his experience in wealth management.
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.
Phone
Fax
(519) 371-0076
Certificates
PFP®
Languages
English
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Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Services
Tailored Solutions
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
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TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
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TDAM: WAAC Perspectives
Given the evolution of domestic inflation, we expect the Bank of Canada ("BoC") to continue cutting its policy rate this year. However, barring a swift weakening of the economy, the BoC has stressed that rate cuts will materialize at a slower pace than the hikes they delivered in 2022 and 2023.
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Market Perspectives: The Year Ahead 2025
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.