Mark Klyman
Phone
Office Location
Originally from Toronto, I have been an Ottawa resident since 1978. I strive to provide my clients with higher rates of return through a broad base of conservative investment products to help them achieve their financial objectives. I do this by making my clients aware of the many different investment products available which may meet their needs and which, and this is very important, they can feel comfortable with. I received a Bachelor of Arts degree in Political Science from the University of Western Ontario and a Business Degree from the University of Ottawa. I joined McLeod Young Weir in January 1984 in Ottawa. In 1988, McLeod Young Weir was purchased by the Bank of Nova Scotia, and subsequently renamed ScotiaMcLeod. I was appointed Associate Director at ScotiaMcLeod in 1995, then Director in 1999. I joined TD Wealth Private Investment Advice in 2000. With over 30 years of experience advising families, I welcome the opportunity to assist you in your financial strategies!
Phone
Fax
(613) 783-4075
Certificates
FMA
FCSI®

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Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
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