Kevin Daley

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Kevin Daley

Senior Investment Advisor

Senior Portfolio Manager



Working together to help you achieve what truly matters to you



(416) 221-4999

Office Location

5140 Yonge Street Suite 1600 North York, ON M2N 6L7. map

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With almost 23 years of experience helping clients to navigate through many aspects of their financial lives, Kevin believes he has established himself as a trusted advisor to the families he serves. With a back ground in real estate and an advisory career spanning multiple market cycles, Kevin has gained the expertise and network to manage almost all client circumstances or market conditions. Overseeing a team of 5 he has built a highly effective discretionary practice, as well as working with TD specialists to focus on tax efficiency for both personal and corporate clientele. In collaboration with TD specialists, Kevin can assist his clients with Estate planning, Retirement Planning, Tax-smart philanthropic options & Business succession planning.


Toll Free

(800) 382-4964


(416) 512-6224

Branch Phone

(416) 512-6788

Branch Fax

(416) 512-6224




Our Services

As a client, you can expect the following from Kevin and his team:

Integrated Wealth Services

We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:

A retirement plan  |   Tax mitigation strategies  |   Business succession advice  |   Private banking solutions  |   Customized credit  |   Estate and trust services  |   Asset protection strategies  |   Philanthropic planning

What We Do

Behavioural Finance

We are taking undestanding your neds, to the next level. By uncovering what drives your investing deiciosn, we can better avoid actions that may be sabotaging your investments, 

Implementing Tax Efficient Strategies

You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

Leaving a Legacy

You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning strategy and trusts to gifting and philanthropy. Our Goal? To help you optimize the transfer of your wealth.

Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. TDAM has created this guide to help outline some tax planning information.