Scott Simmons

Profile Image
Scott Simmons

Investment Advisor

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(416) 307-8177

Mobile

(416) 579-2050

Office Location

79 Wellington Street West 11th Floor Toronto, ON M5K 1A1. map

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. 

Phone

Toll Free

(800) 563-5095

Fax

(416) 307-6680

Branch Phone

(416) 982-6011

Branch Fax

(416) 308-6958

Certificates

CIM®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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TD Cowen: Three stocks that could benefit from a Canadian soft landing

With Canada’s economy widely expected to experience a soft landing, TD Cowen has released a report highlighting its investment strategy for the Canadian equity market. MoneyTalk’s Kim Parlee speaks with Andre-Philippe Hardy, Head of Canadian Research at TD Securities and Andrew Kelvin, Head of Canadian and Global Rates Strategy at TD Securities, about potential economic headwinds and tailwinds and which stocks may benefit.

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Can I transfer funds tax-free from my RRIF to a TFSA?

Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.

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Trump’s potential longer-term impact on the financial world

Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.