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Robert Ainslie

Senior Investment Advisor

  • CFP®
  • FCSI®
  • CIM®

Helping you fulfill your family’s needs across generations because what matters to you, matters to us

When I was young my grandfather bought shares for me as a birthday gift. Month after month, I would look them up in the financial section of the newspaper and watch their value grow over time. During that period, I was also the neighbourhood newspaper deliverer. I was able to earn my own money which quickly taught me the importance of setting aside a portion of my earnings for future goals. Between the stocks and the savings, I learned early about the combined power of smart saving and long-term investing. It came as no surprise to anyone that I gravitated to a career in investing and financial services as I grew older.

TD has been my professional home for over 25 years. I started advising in the retail branch and that evolved into servicing high net worth clients when I attained my Certified Financial Planner and Chartered Investment Manager designations. Now, as a Senior Investment Advisor at Ainslie & Burrows Private Wealth Management Group at TD Wealth Private Investment Advice, I thoroughly enjoy the clients I serve and the team I work with each day. 

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We will work proactively to understand your family’s needs across generations because what matters to you, matters to us. Our priority is to ensure you feel taken care of and empowered to make smart financial decisions. We want you to thrive. Let the worry fade away – managing complexities and implementing the right custom strategies is our specialty.

Our team is bonded by our strong family values, passion for our clients and complementary skill sets. With us, you’ll experience what a true team approach feels like.

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My diverse career experience has given me knowledge and insight into the dynamic intricacies and potential pitfalls of growing wealth. I've developed the know-how to harness and mobilize a wide range of innovative and well-rounded financial solutions which I proudly share with my clients. It gives me a great sense of fulfillment to be able to remove the worry and indecision that can come along with the complexities of managing your own wealth.

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  • Certified Financial Planner (CFP®) designation - considered the standard for the financial planning profession worldwide. Professionals with this designation have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan they are confident in.
  • Chartered Investment Manager (CIM®) designation - This designation allows me to conduct discretionary portfolio management services on behalf of our clients. The added education helps me specialize in high-level investment strategies tailored to affluent clients.
  • Fellow of CSI (FCSI®) – the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
  • Certificate in Retirement Strategy – a focused program on strategies for retirement planning: goals-based investing expertise, wealth conversion, tax strategies and structures, sustainable withdrawal rates and wealth protection.
  • Licensed as a Life Insurance Advisor with TD Wealth Insurance Services – Holders of this license can facilitate complex insurance strategies to minimize tax obligations when transferring wealth to causes and future generations. 
  • Bachelor of Applied Science from University of Guelph
  • 29+ years of industry experience 

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Family values were instilled in me from an early age as well as the importance of community service. I grew up in Niagara Falls alongside five siblings. Both parents were incredibly hard-working, my father a family doctor and my mother a nurse. They worked long hours to ensure their patients received the attention and care they deserved. Now, my wife and I are raising our 3 wonderful children in Niagara. For fun, we enjoy exploring the globe, gardening, sports and spending time up north at our family cottage. I have also enjoyed volunteering for United Way and coaching local youth hockey teams in my spare time. 

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Ainslie & Burrows Private Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: (866) 834-0203
Fax: (905) 682-2601
Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601

LANGUAGES

English

EDUCATION

Bachelor of Applied Science from University of Guelph, Certificate in Retirement Strategy from Canadian Securities Institute

COMMUNITY INVOLVEMENT

Supporter of United Way

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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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