Investment Advisors in Ottawa, ON

Phone: (613) 783-6197
Fax: (613) 783-4075
Office Location: 360 Albert Street 11th Floor Ottawa, ON K1R 7X7

What Does Success Mean To You?

Your vision of success will be at the center of how we work together. We will take the time to fully discover YOU before creating a wealth strategy to help you achieve your vision of success, whatever that may look like. Using an integrated, team-based approach your wealth advisor will work with TD specialists to help develop a strategy that meets your needs. Whether you need investment advice, cross-border banking services, or a business succession plan, our specialists work collaboratively to bring a full-picture perspective and tailor-made solutions to help you achieve your goals.

A unique approach to discovering your needs

Managing considerable wealth can be complicated. Using our distinctive approach, we seek to view your life through your eyes. With a deep understanding of your priorities, we build a strategy rooted in your goals while maintaining TD’s principles of transparency and trust. But we don’t do this only once. We update your plan so it evolves as you do, helping us stay in tune with your needs and the needs of those you care about.

Four Wealth Pillars. One Vision.

Our Four Wealth Pillars are the foundation upon which we help clients achieve their vision of success. Our wealth solutions focus on these four key areas to help deliver a well-rounded wealth experience, one that is tailored to our clients.

Build Net Worth: Developing effective strategies and investment solutions that align to your clients' evolving needs.

Protect What Matters: Integrated strategies that prioritize and protect what matters most to your clients, at every life stage.

Implement Tax Efficient Strategies: Structuring accounts to help reduce tax exposure while keeping income available for when your clients need it.

Leave a legacy: Part of building wealth is defining a legacy. This means providing for a client’s top priorities while optimizing the transfer of their wealth.

Advisors/Teams

Advisors

Teams

The TD Wealth Advantage

Making a difference in the lives of our clients starts with the unique experiences of our advisors. In this series of videos, we will unpack what it means to be an advisor at TD Wealth.

Invest In Yourself

Careers

If you're passionate about sales, thrive in a high-energy environment and are driven by your own success, then a career at TD Wealth is definitely for you.

TD Wealth is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs.

To make an investment in yourself, join one of the strongest teams in the country, apply online here

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Our Clients

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.

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

TDAM: WAAC Perspectives

The TD Wealth Asset Allocation Committee (WAAC) is composed of a diverse group of highly experienced investment professionals across TD Asset Management Inc. and TD Wealth. The WAAC meets monthly to evaluate return expectations for key asset classes including equities, fixed income and real assets, based on insights from the highly accomplished investment teams at TDAM.

Market Perspectives: AI Eats the World - Themes for 2025

The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.

What Does Success Mean To You?

A unique approach to discovering your needs

Four Wealth Pillars. One Vision.