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Kevin Swalwell

Investment Advisor

  • CIM®
  • FCSI®

Sound investment advice built to help weather all market conditions

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As fast and as complicated as life gets, it all boils down to this one question.


Your team

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 and will build you a team of TD specialists to help you achieve your goals. 4. TD Specialists Services Squares_WGraphic.jpg
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are  straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself. 

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Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

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

ADDITIONAL CONTACT

Toll Free: (855) 224-4312
Fax: (905) 331-7523
Branch Office: (905) 331-7511
Branch Fax: (905) 331-7523

LANGUAGES

English

EDUCATION

Carleton University. BA (English), Ryerson University- Bachelor of Business Administration

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Upcoming Events

Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.

Your Story, Your Future (February 2020)

Time: 02/13/2020 6:00 PM - 8:00 PM
Location: 5515 North Service Rd Queenston Room  Burlington,  Ontario  Maps & Directions
Speaker: Lauren Smith, Kevin Swalwell
More Info:  Please bring a friend and join us to discover  how you can assess your current situation, identify your objectives, and create an investment plan for the key stages of your financial life.
The workshop details are below:
February 13 2020 Seminar.pdf

Please RSVP to Mica Blackman at 905-331-6992 or Mica.blackman@td.com
RSVP for this event

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?