Mark Klyman, Investment Advisor,Ottawa, ON

Phone

Office

Office Location

360 Albert Street Suite 1100 Ottawa, ON K1R 7X7. map

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

Branch Phone

(613) 783-6197

Branch Fax

(613) 783-4075

Certificates

FMA

FCSI®

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Investment Planning
Transfer of Wealth
Will and Estate Planning
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What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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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Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

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Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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We're redefining private wealth management.

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.