Investment Advisors in Richmond, BC

Phone: (604) 482-5168
Fax: (604) 482-5183
Office Location: 5811 Cooney Road Suite 306 Richmond, BC V6X 3M1

Welcome to the Richmond and Burnaby Branches of TD Wealth Private Investment Advice

Our team of 19 Investment Advisors holds some of the highest credentials in the industry. We aim to provide a track record of exceptionally high client satisfaction by combining prudent investment selection with thoughtful financial planning and highly-personalized service.

We are an ethnically-diverse group who conduct advisory services in Mandarin, Cantonese, Tagalog, French, and English. Our comprehensive, all-in-one approach to investing and wealth management brings clients access to advice from TD specialists in retirement planning, risk mitigation, tax minimization and estate protection, which we integrate and customize for each client's unique needs.

Tom Ostby, BBA, CFP®, CIWM, FCSI®

Branch Manager and Senior Investment Advisor

TD Wealth Private Investment Advice, Richmond

If you seek an advisor

Who takes the time to understand your needs and build a long-standing relationship to deliver tax-efficient strategies, helps you achieve your goals and address your needs and concerns, please contact me now.

If you are an Investment Advisor

Who thrives in a high-energy environment and is driven to succeed, advance your career at TD Wealth Private Investment Advice. Learn more about the advantages of joining one of the strongest Private Investment Advice teams in the country, while being supported by the vast resources of the TD Bank Group. Contact Tom now or apply online.

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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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.

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Money Talk

Cut out the noise.
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Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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