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Melinda Burgess

Investment Advisor

  • B.Comm. (Hons)
  • CIM®

Working together to help you achieve what truly matters to you

Collaborative Team Approach Supported by the Strength of TD

 We specialize in helping small, medium and large sized business owners, executives, professionals and their families build, protect and transition their business and personal wealth through tax-efficient and integrated solutions, utilizing a holistic wealth management process.

 We form a collaborative and comprehensive team with our internal specialists and our clients’ other most trusted advisors, and work together in delivering customized solutions for 11 wealth planning considerations our clients tell us are important to them and integral to their financial success.

 We bring decades of experience and committed to provide exceptional service to our clients right here in the Barrie and surrounding area in a very customized and personalized way.

 Experience

 Melinda has 20 experience as an advisor in the investment industry and has worked for a number of internationally recognized investment services companies.  Before joining TD Wealth Private Investment Advice she gained much of her experience in Toronto on Bay Street, before moving to Barrie in 2004.  Melinda holds a Bachelor of Commerce degree from the University of Windsor and is currently working towards her Portfolio Manager designation.  Melinda is actively-involved in a wide range of charitable and community organizations and currently serves on the board of CARP (New Vision of Aging for Canada) Barrie chapter, and is the founding member of Professionals in Partnership.  In her spare time, Melinda enjoys snowshoeing and gardening.

 

ADDITIONAL CONTACT

Branch Office: (705) 726-3353
Branch Fax: (705) 726-3474

 

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.

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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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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