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Roger Llewellyn brings more than 19 years in the practice of wealth management to his role as Senior Vice President and Portfolio Manager with TD Wealth Private Investment Advice. He is a Chartered Investment Manager, Financial Management Advisor, and Fellow of Canadian Securities Institute—one of the highest honours a financial professional can achieve—Roger also has extensive expertise in retirement planning. He is a six time member of TD Wealth Private Investment Advice President's Club, which is a distinction reserved for the top 25 performing TD Investment Advisors in Canada. He holds a Bachelor of Commerce degree, with a Major in Economics from the University of Toronto.
Through his deep understanding of the often-complex needs of high-net-worth clients, he has built lasting relationships with families and business owners throughout the Greater Toronto Area. Roger is committed to delivering industry-leading advice through unparalleled personal service.
Married with 4 children, Roger enjoys being with his family and spending time on the golf course.
Llewellyn Wealth Advice consists of Roger Llewellyn, Senior Vice President, Investment Advisor and Portfolio Manager. Llewellyn Wealth Advice is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. - Member of the Canadian Investor Protection Fund.
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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.