Melinda Burgess
Senior Investment Advisor
B.Comm. (Hons)
Working together to help you achieve what truly matters to you
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Over the past 20+ years of practicing wealth management, Melinda has used tailored investment solutions and comprehensive wealth planning to help her clients reach their financial goals. Melinda believes that her passion for nurturing her relationships with her clients, combined with her prudent approach to investment management, has led to a proven track record for helping clients grow their portfolios and wealth.
Melinda holds the Chartered Investment Manager (CIM®) designation and a Bachelor of Commerce degree from the University of Windsor. Melinda now leads her own team of wealth specialists at Four Pillars Wealth Management Partners at TD Wealth Private Investment Advice.
In her spare time, Melinda is actively involved in charitable and community organizations and enjoys travelling and spending time outdoors with her spouse, Dave.
Four Pillars Wealth Management Partners is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Certificates
B.Comm. (Hons)
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
Melinda Burgess' Wealth Insights
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Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
Article
Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
Article
Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
Article
Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.