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Jamie Gallacher

Investment Advisor

Working together to help you achieve what truly matters to you

After spending over two decades leading various teams in TD, I bring that experience and passion for helping families to define their Financial Roadmap to TD Wealth. In my time with TD, I recognized that it takes a team to be successful and together with the TD team, we are committed to helping you build a real plan based on your goals...a new path forward.

The New Standard

Philosophy - Portfolio management begins and ends with a well-defined investment philosophy. It is how we balance investors’ desire for capital growth with their fear of capital loss. It is how we harness the best investment practices of pensions, endowments and individuals to provide institutional-grade risk protection and real return portfolios. It is how we aim to meet your needs.

Asset Allocation - Global pensions and endowments have been rapidly shifting their investment strategy away from a traditional 60/40 approach to broad asset allocation and/or risk-based allocation.

Risk Factors - Risk-factor management is critical: minimize unintended and unrewarded
exposure, while building portfolios based on outcomes, not benchmarks.

We believe risk-factor allocation will change the way the investment industry constructs diversified portfolios. Anticipating the effect of planned spending, inflows, inflation and taxes on the distribution of future portfolio values is a critical part of portfolio construction. 

Focused on client goals - Properly places investor goals and needs ahead of “benchmark” performance.

Reduced volatility - Reduces the reliance on interest-sensitive low-return/high-risk investments to protect against expected volatility.

Consistent returns - Aims to deliver consistent returns with less pain: lower losses, less often, and for shorter periods of time.

Enhanced asset allocation - Enhances the traditional asset-allocation process, which is full of equity risk and rising correlations.

Proper diversification - Provides the foundation for a properly diversified portfolio. 

The key to managing a contemporary portfolio in the current environment is in the clarity of the investment process. 

To complement this strategy, we collaborate with other TD specialists in the areas of Estate Planning, Insurance, Private Banking and Trust expertise to jointly provide a comprehensive investment management program tailored for you.

The first step is easy - connect with me and let us help you discover how our investment strategy can make a difference for you and your family.

Whether you are just starting or are considering a fresh approach, we can help. Let's connect today.

ADDITIONAL CONTACT

Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552

EDUCATION

Huron University College

Our Philosophy_man_ENG.jpg

A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.

- Brad Simpson, Chief Wealth Strategist, TD Wealth

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.

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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.

Will 5G spark a new “super cycle” in the smartphone industry?

As countries roll out their 5G networks, smartphone makers are betting the latest 5G-enabled phones can spark an upswing in sales that generates billions of dollars for the industry. Anthony Okolie speaks with Vitali Mossounov, Global Technology Analyst, TD Asset Management on his industry outlook.

Your finances in the New Normal

It seems our pandemic lifestyle will be here for longer than we originally thought and we better get used to it. Here's how a well-rounded financial plan can alleviate at least some of the stresses we may face.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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