Understanding
We take the time to understand your needs, dreams and aspirations.
Jay Salmond
Jay Salmond
Portfolio Manager
Senior Investment Advisor
BBA (Hons)
CIM®
FCSI®
Tailored solutions in tune with your needs and the needs of those you care about
Phone
Office Location
As a Portfolio Manager & Senior Investment Advisor at TD Wealth Private Investment Advice in Mississauga, I have been providing financial advice to clients for over 15 years. I work with affluent individuals, business owners, and their families to build on-going tailored wealth management solutions. The foundation of my service is built on trust and communication. I am committed to providing exceptional service and passionate about building and protecting my clients wealth.
My investment process includes:
1) A comprehensive discovery and financial snapshot to gain a clear understanding of you.
2) Creating a tailored and comprehensive Wealth Plan and Investment Policy Statement to determine solutions.
3) Implementing the Wealth Plan and Investment Policy Statement designed to your personal risk tolerance and goals.
4) On-going management and review of your strategy to keep pace with changes in your life.
By working in collaboration with a team of specialists within TD Bank Group, we address the comprehensive scope of investment, wealth and retirement needs, including portfolio management, wealth protection, insurance solutions, estate planning and trust services and charitable giving strategies.
Currently, I hold the Chartered Investment Manager (CIM®) designation, Fellow of the Canadian Securities Institute (FSCI®) designation, as well as a Bachelor of Business Administration with Honours degree from Laurentian University. I am licensed to trade in stocks, ETF's, bonds, mutual funds, hedge funds, and money market securities. As well, I am a Life Insurance Advisor through TD Wealth Insurance Services.
Phone
Fax
(905) 501-8231
Certificates
BBA (Hons)
CIM®
FCSI®
Languages
English
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
We See The Whole You
Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Understanding you
We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.
Confirmation
We summarize our understanding of your financial priorities to make sure you're in agreement.
Determine Solutions
Our team works together to develop a personal strategy that is designed to help you meet your goals.
Present Solutions
We present your strategy to you for discussion and approval.
Implement Solutions
We work with you to put your strategy into action.
Ongoing Management and Review
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Tailored Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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.
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