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Roderick MacMillan

Senior Portfolio ManagerSenior Investment 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

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

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If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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