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Roel Olay

Senior Portfolio ManagerSenior Investment Advisor

  • FCSI®
  • CIM®
  • FMA

Working together to help you achieve what truly matters to you

Imagine the heights you could reach when you draw upon the growth, stability and expertise of TD Wealth Private Investment Advice, an integral part of TD Bank Group. When you engage with us, you gain the confidence of knowing the services you receive are supported by the significant resources of TD, with over $1.3 trillion in assets on October 31, 2018 and over 25 million TD customers around the globe.

We’re committed to understanding your needs and providing you with exceptional investment solutions through every stage of your life. That’s why we have developed a range of managed investment solutions – including TD Privately Managed Portfolios – that put your investments in the hands of professionals so you can devote your time to what really matters to you.

With TD Privately Managed Portfolios, not only am I your Investment Advisor but I am also your Portfolio Manager, responsible for building and managing your investment portfolio, as well as making all the day-to-day investment decisions.

Whether you choose me as your Investment Advisor or your Portfolio Manager, you can benefit from a lasting relationship with someone who understands your needs, shares your vision, and offers you a full range of solutions. I will work closely with you to discover, define and prioritize your core values, and together we will create your personal investment and wealth plan. I will also take an integrated approach to develop your customized plan by bringing in other TD specialists, as required, to address your unique circumstances. Finally, it is our commitment to follow-up with you on an ongoing basis as we strive to deliver an exceptional client experience.

Talk to me today – we’re ready to help you manage, preserve, and transition your wealth on your terms.


About Roel Olay:  

I am an Investment Advisor and Portfolio Manager with TD Wealth Private Investment Advice and a Life Insurance Advisor with TD Wealth Insurance Services Inc. I manage diversified investment portfolios and advise individuals and families by helping them manage their wealth and make smart financial decisions. Since 1989, I have held numerous progressive roles with TD Bank Group including stints with TD Canada Trust and TD Asset Management.  

I am a graduate of Toronto’s St. Michael’s Choir School and I have a BA degree in Political Science from King’s University College, Western University. I am a Fellow of the Canadian Securities Institute and have earned the Chartered Investment Manager and Financial Management Advisor designations.  

In my spare time, I sit on the Board of Directors of the MCS Chorus – Mississauga Choral Society and sing with the St. Michael's Choir School Alumni Association Choir.  I am also a member of the Mississauga Camera Club and the Team Manager of the Mississauga Monarchs U14 Boys Team. I am proudly supported by my wife and our four sons.

ADDITIONAL CONTACT

Toll Free: (877) 501-8200
Fax: (905) 501-8231
Branch Office: (905) 501-8200
Branch Fax: (905) 501-8231

Getting to know the full picture

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We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

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You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

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Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

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.

Meet The Team

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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.

U.S. retail sales slump: An economic warning sign?

U.S. retail sales slowed in December as consumers grappled with the Omicron variant, high inflation, and supply-chain problems. Anthony Okolie speaks with Maria Solovieva, Economist, TD Bank, about the potential impact of weaker sales on U.S. economic growth in 2022.

One small step: The case for micro-resolutions

Change is hard. And resolutions can be quickly forgotten. Fortunately, scientists suggest smaller subgoals can be more achievable and have a big impact on our lives and finances. Here are some bite-sized resolutions almost anyone can keep.

TD Economics

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

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

Omicron: New threat to public health and economic recovery

The WHO is warning the new Omicron COVID-19 variant poses a ‘very high’ global risk. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about what that means for the global fight against the pandemic.

Ask MoneyTalk: Is there a flexible way to make a charitable giving plan?

Every day, images of humans in need fill the news cycle, from refugees and displaced citizens to victims of racial and gender inequality. With donation requests coming in from organizations and even friends on your Facebook feed, how can you find an efficient way to manage it all? Jo-Anne Ryan, Vice President of Philanthropic Advisory Services at TD Wealth and the Executive Director of the Private Giving Foundation, joins Kim Parlee to discuss donor-advised funds and some ways you can donate now and decide later.

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