Kevin Daley
Senior Investment Advisor
Senior Portfolio Manager
CIM®
FCSI®
Phone
Office Location
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.
Phone
Fax
(416) 512-6224
Certificates
CIM®
FCSI®
Our Services
Proactive contact
Tax-efficient investment strategies
Estate planning
Retirement planning
Private banking
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:
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.