Jayme Querry

Jayme Querry

Portfolio Manager

Senior Investment Advisor

CIM®

CFP®

Our discovery and wealth management approach is driven by what matters most to you

Phone

Office

(613) 783-1993

Mobile

(613) 697-9520

Office Location

360 Albert Street Suite 1100 Ottawa, ON K1R 7X7. map

Providing comprehensive wealth management advice and solutions to clients since 2004, Jayme is committed to providing tailor-made service and customized, personalized wealth and retirement plans. A Portfolio Manager & Investment Advisor, his practice is built on trust, communication and a detailed understanding of client needs.

Prior to joining TD Bank Group, Jayme was an active member of the Canadian Armed Forces with over 20 years of full and part time service. Retired from the forces, he continues ties with the military as the founding member and former president of the 33 Combat Engineer Association (33CER). He is also a member of the Algonquin College Financial Services Advisory Committee. Outside of the office he can be found with his three boys, fishing or at the cottage. He enjoys various other outdoor activities, such as Scuba Diving, bee keeping and operating his sugar sack.

Please call today to find out how you and your family can benefit from his approach to wealth management.

Trillium Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Phone

Toll Free

1(866) 347-8257

Fax

(613) 783-4075

Branch Phone

(613) 783-6197

Branch Fax

(613) 783-4075

Certificates

CIM®

CFP®

Languages

English

French

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:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of 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.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

PDF

Financial Sector Impact of Rising Rates

PDF

Around the World in 1000 words Aug 2013

PDF

Fixed Income Investment Update (December, 2013)

PDF

Long-term Economic Forecast (December, 2013)

PDF

NexGen - 11 Reasons Why Continuing to Hold Bonds Makes Sense

PDF

Market Outlook - Q2 2014