Contact Scott Simmons Please share a little about yourself and how I can help.
Email mePlease share a little about yourself and the best way I can reach you.
Request an appointment
Please complete the information below and I will contact you shortly
your message has been sent to Scott Simmons
Contact Scott Simmons
Please share a little about yourself and how I can help.
Email me
Please share a little about yourself and the best way I can reach you.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
The details you shared
Request an appointment
Please provide the information below and you will be contacted soon by a TD Wealth advisor.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
Best time to call you
Preferred appointment dates
Comment
Working with long-time business associate and friend Michael Kelly, we ensure a fundamental approach based on building meaningful and lasting relationships with our clients. Located in Toronto, we provide a comprehensive suite of wealth management services. Collaboratively, and with a well-aligned ethical and morally grounded philosophy, we help to guide our clients through the complex and ever-changing world of investments, tax and estate planning. Providing innovative financial strategies and exceptional client experiences are the hallmarks of our business. With an external view to the Investment Advisor industry for many years, I believe that wealth can be better managed with a keen focus on best-in-class, fee-conscious, big-picture, investment decisions.
With more than 20 years’ experience in industry, I earned the Chartered Investment Manager (CIM®) designation in 2016, and I am a Certified Retirement Specialist. I began my career in retail banking with a major Canadian financial institution, before joining TD in 1999, where I gained extensive experience with a series of progressive roles including working on the international trading desk for TD Direct Investing. In 2002, I was appointed manager of Business Development with TD’s Direct Investing Group. I joined TD Wealth in 2005, and spent a decade working exclusively with high net-worth families quarterbacking family office relationships with TD's Portfolio Managers, Will and Estate Planners, and Business Succession specialists. I hold a Bachelor of Arts (Honours) in Environmental and Resource Management.
On a personal note, I am happily married with three incredible children who keep me young and active through their busy schedules of baseball in the summer and hockey in the winter. I run regularly, and try to keep up with my wife who is an avid marathon runner and races the Boston Marathon each spring.
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.
Working with long-time business associate and friend Scott Simmons, we ensure a fundamental approach based on building meaningful and lasting relationships with our clients. Located in Toronto, we provide a comprehensive suite of wealth management services. Collaboratively, and with a well-aligned ethical and morally grounded philosophy, we help to guide our clients through the complex and ever-changing world of investments, tax and estate planning. Providing innovative financial strategies and exceptional client experiences are the hallmarks of our business success.
After two decades working with high net-worth, self-directed families, I recognized that many of the most established and successful clients sought the transition to a collaborative relationship with an Investment Advisor. Yet, too often, these clients struggle to find a knowledgeable and trusted advisor who not only makes them feel comfortable but most importantly, invests the time in really understanding their financial needs and goals. My core belief is that an advisor’s role is simply to take excellent care of the relationship, and ensure every investment solution puts our clients’ interests first while consistently adding value.
I recently celebrated 20 years with TD, and began my career with two years in its flagship retail branch in downtown Toronto. Since then, I have spent 18 years in progressively more senior roles in Business Development within Wealth Management at TD Direct Investing. While serving midtown Toronto, I gained extensive experience understanding the complexities and issues most important to high net-worth families. In my most recent appointment to Relationship Manager High-Value Clients, GTA Region, I managed the relationships of 250 of the firm’s largest clients and was responsible for ensuring a positive investor experience while providing access to a wealth of high-quality services to solve complex needs. My investment expertise is directly tied to my education as I have successfully completed the Wealth Management Essentials Course, Derivatives Fundamentals and Options Licensing Course, and the Canadian Securities Course.
On a personal note, I have two wonderful children. My daughter Jessica is currently studying nursing at the University of Ottawa, and my son Lucas is in high school. In my downtime, I enjoy playing and watching almost all sports, and will always cheer for our hometown Toronto teams, even the Leafs!
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
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.
advisors.td.com/scott.simmons
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.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
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.
Bank of Canada hikes rates, signals more to come in fight against inflation
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.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
Do you know someone who would benefit from my services?
Share my profile
scott.simmons@td.com
Mailing List
Receive content from TD Wealth
To better serve you, TD Wealth has created material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services to help you reach your financial goals. Sign up today to receive the latest news and information from TD Wealth.
If you no longer wish to receive our emails, please use the unsubscribe link above.
By clicking Unsubscribe, you will no longer receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via email and/or standard mail .
By clicking Submit, you agree to receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via e-mail and/or standard mail from based on the information you provided. If you wish to unsubscribe at any time, you can use the Unsubscribe Form on this page or the Unsubscribe link in any email communication received from .