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Roderick MacMillan

Portfolio ManagerInvestment Advisor

  • B.Comm. (Hons)
  • CIWM
  • FCSI®

Working together to help you achieve what truly matters to you

Specialization  

Rod’s specialization is those clients nearing and in retirement with extensive experience working with widows, widowers and those planning a retirement for one.  These clients often require thoughtful retirement and estate planning tailored to their specific needs and tax circumstances.   As a Portfolio Manager, Rod offers his clients discretionary management of conservative growth and income portfolios.  For this comprehensive wealth management, Rod's minimum portfolio size is $1,000,000 per client household. 


Professional Background

Rod graduated, with distinction, from the University of Victoria with a Bachelor of Commerce degree in 1996.  Soon after graduation, he began his financial services career at a leading Canadian chartered bank, and became an Investment Advisor in 2000.   He holds two prestigious designations available to Canadian Investment Advisors. They are the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM). 

The FCSI designation recognizes individuals who bring a rare combination of education, ethical training and experience to their firm and their clients’ businesses.   The Certified International Wealth Manager (CIWM) is comprehensive program to serve the unique needs of affluent Canadians through; Advanced Investment Strategies, Advanced Retirement Management Strategies, and Advanced Estate Planning and Trust Strategies.

Rod works in concert with a team of specialists within TD Bank Group who specialize in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.  He also works seamlessly with his client's other professionals outside of TD.  

Personal Background

When not in the office, Rod enjoys regular exercise, most often competing in kettlebell lifting and taking part in various classes at his gym.  As a passionate motorcyclist, and when the time permits it, he enjoys touring the west coast of Canada and the U.S.A.  Perhaps most of all, he relishes the company of his old dachshund, Hugo.

ADDITIONAL CONTACT

Toll Free: (888) 356-6177
Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166

We're redefining private wealth management.

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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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.

Lettter to Clients May 2016

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

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