Skip to main content

Roel Olay

Investment AdvisorPortfolio Manager

  • CIM®
  • FCSI®
  • 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 $1.1 trillion in assets on July 31, 2015 and over 24 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 am a chorister with the MCS Chorus – Mississauga Choral Society and The SMCS Alumni Choir, a Toronto based choir made up of graduates and anyone who attended St. Michael's Choir School, and a member of the Brampton Photo Group. I am proudly supported by my wife and our four young sons.

ADDITIONAL CONTACT

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

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

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Forward Perspectives: The Great Canadian Uphill Battle

In March 2017, the Wealth Asset Allocation Committee (WAAC) made a decision to underweight Canadian equities in
favour of international equities.

RESP: Individual or Family Plans?

Even though Riley, 5, and Megan, 8, are in elementary school, they already have big dreams for their future.

Do you know someone who would benefit from my services?