Wade Burmister
Senior Investment Advisor
Portfolio Manager
CIWM
CFP®
CIM®
Tailored solutions in tune with your needs and the needs of those you care about
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Wade has over a decade of industry experience and pride in offering exceptional client service. He has a passion for guiding affluent families in the efficient structuring of their wealth, using tailored planning strategies and prudent portfolio management.
Wade's extensive education and experience in wealth planning for families, business owners, and professionals allows him to address virtually all their financial needs. From retirement planning, estate planning strategies, risk management, investment, and taxation strategies, Wade works with clients to ensure their needs and concerns are addressed and a plan is in place to efficiently accomplish their goals.
Wade holds an advanced diploma in Financial Planning from Centennial College and a diploma in Financial Planning from The Canadian Institute of Financial Planning. He is also a Life Insurance Advisor with TD Wealth Insurance Services. Wade holds the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and Registered Retirement Consultant (RRC®).
As an Associate Portfolio Manager, he frees clients from having to make investment decisions while maintaining a portfolio they understand and are comfortable with. The CIWM is an advanced internationally recognized designation for experienced professionals. One of the highest designations for integrated wealth management planning around the world. Having earned these designations, Wade has the comprehensive knowledge and experience required to advise clients on sophisticated retirement and investment management strategies and discuss complex estate and tax planning strategies.
Wade volunteers his time as an active member on the board of directors for the Gilda's Club of Simcoe Muskoka. Outside of work, he is usually studying to advance his knowledge and keep on top of leading industry opportunities for clients. Wade and his wife have three children and are actively involved in local conservation organizations, often attending fundraising events and as members of a local conservation group. They enjoy spending their time outdoors, hiking, swimming, gardening, and camping.
Certificates
CIWM
CFP®
CIM®
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
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.
Janique – A Coach by Your Side
When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.
For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.
Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.
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.
Tailored Solutions
Your unique goals
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.
We're here to help you achieve your goals and priorities. We'll work together to ensure you receive a wealth plan that you can feel confident in
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