Jeff Clarke
Senior Portfolio Manager & Senior Investment Advisor
CIM®
CFP®
CFA®
Working together to help you achieve what truly matters to you
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I am a Senior Portfolio Manager & Senior Investment Advisor for the Kingston/Seaway District which spans West to Trenton, North to Bancroft and East to Gananoque. With 25 years of financial services and investment experience I have held a variety of roles including Tax Manager, Financial Consultant and Financial Planner.
I hold designations including a Bachelor of Arts Honour Degree in Economics from Carleton University, Chartered Financial Analyst Charter Holder and a Certified Financial Planner with the Financial Planning Standards Council.
Outside of work I am a member of the Friends of the Environment Committee, enjoy spending time with my family, cooking, reading and staying active.
Certificates
CIM®
CFP®
CFA®
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
Nick & Justina – Business owners teaming up with TD Wealth
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.
Polly – Moving forward with the right financial plan
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.
What We Do
What to expect when working with us
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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.
Our Clients
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.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Bare trusts: What the 2026 reporting rules could mean for you
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Bare trusts: What the 2026 reporting rules could mean for you
Share a bank account with an aging parent? Helping a child qualify for a mortgage by being on title? Situations like these could be considered bare trusts and may require a tax return to be filed, even when no tax is owed. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, explains what you need to know and what exceptions could apply.
Location, leverage, lifestyle: Is an income property right for you?
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Location, leverage, lifestyle: Is an income property right for you?
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What would it take for Oscar and Lakshmi to retire five years early?
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What would it take for Oscar and Lakshmi to retire five years early?
They have savings, a pension, and valuable real estate. But leaving work at 60 means deciding which matters most: retiring early, spending comfortably, or keeping two properties.