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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.

Oil prices march higher as OPEC calls emergency meeting

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

Could COVID-19 foil your retirement plans? Here’s what you need to know.

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Tannis Dawson, high net worth planner, TD Wealth about planning for your retirement in the wake of the coronavirus outbreak.  

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

MoneyTalk - Don’t let fear rule your mind in times of crisis

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

Do you know someone who would benefit from my services?