Skip to main content

Jarrett Simmerling

Portfolio ManagerSenior Investment Advisor

  • CIM®
  • B. Comm

Working together to help you achieve what truly matters to you

Website_Welcome_Banner_Graphic_Large_digital_10282020.jpg

That’s Where TD Wealth Fits in.
Not only do we provide sound Investment Solutions using a combination of Stocks, Bonds, ETFs and other Pooled Products, we also take a Holistic Planning Approach to your Financial Picture.

Wealth Management is not only About Earning a Return. It’s about structuring your return in a tax-efficient manner and connecting with your accountant to discuss future taxation strategies. It’s about ensuring you have an appropriate Will & Estate Plan in place to reflect your intentions. It’s about discussing your Corporate Strategy and arranging a desired Business Succession Plan. Often these other Wealth Management components get overlooked even though they are equally as important as your portfolio structure.

At TD Wealth we will effectively manage your investments, but we will also collaborate with a team of internal specialists to answer any financial questions you may have today or in five years. We will work together to create a Living Wealth Plan that is Tailored to you and your Unique Needs.Website_Header_Banner_Graphic_digital_10222020.jpg
Meeting with our team begins with a Discovery Appointment. Essentially, this is a Wealth Consultation in which we review your financial picture with you. We want to Know and Understand your Financial & Lifestyle Goals. Once we understand what you are working towards, we are able discuss How Well your Finances Aligned to your Goals.

TDMM_WebGphc-G-010_1903.jpg

Throughout our process, There is No Obligation. Our team wants to get to know you, your goals, and your current strategy. Once we understand that, we will create a customized Wealth Plan for you and look at how your finances should be best positioned to help you reach your goals. 

ADDITIONAL CONTACT

Branch Office: (780) 448-8280
Branch Fax: (780) 448-8686

LANGUAGES

English

EDUCATION

Canadian Securities Institute | Chartered Investment Manager, University of Northern British Columbia | Bachelor of Commerce

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Do you know someone who would benefit from my services?