Wade Burmister, Investment Advisor,Barrie, ON

Phone

Office

Office Location

33 Collier Street 3rd Floor Barrie, ON L4M 1G5. map

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 will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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

Turning setbacks into opportunities

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

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Retirees / Pre-retirees

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.

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.

Let's Connect

Your Goals, Our Priorities

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.