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Investment Advisor
Sound investment advice built to help weather all market conditions
5515 North Service Road 4th Floor Burlington, ON L7L 6G4Map
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. 
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. 
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.
Toll Free: (855) 224-4312
Fax: (905) 331-7523
Branch Office: (905) 331-7511
Branch Fax: (905) 331-7523
English
Carleton University. BA (English), Ryerson University- Bachelor of Business Administration
Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.
| 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 | |
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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.
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