Skip to main content

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.

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.

Quarterly Market News - 1st Quarter 2014

Quarterly Market News - 1st Quarter 2015

Quarterly Market News - 1st Quarter 2016

Quarterly Market News - 2nd Quarter 2014

Quarterly Market News - 2nd Quarter 2015

Quarterly Market News - 2nd Quarter 2016

Do you know someone who would benefit from my services?