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.