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Senior Portfolio Manager & Senior Investment Advisor
FCSI®
CIM®
David joined TD Wealth in 2002. He brings over 25 years of experience in the industry, including securities services, pension administration, fund and trust accounting and wealth management.
For the past 20 years David has focused his expertise in private wealth management servicing affluent individuals, families, corporations, foundations and charitable organizations. David has also served as a founding member of the TD Wealth Portfolio Management Strategic Counsel and currently serves as advisor on various internal initiatives.
Senior Portfolio Manager & Senior Investment Advisor
CFP®
CFA
CIM®
My TD journey started in 2004 with TD Canada Trust where I discovered I had a passion for helping clients make smart financial decisions. After building a strong foundational understanding of personal banking and investments, I made the decision to specialize in wealth management and began my career with TD Wealth Private Investment Counsel in 2009. In 2026, our practice migrated to TD Wealth Private Investment Advice, where we continue to offer discretionary wealth management services to high net worth clients.
As a Senior Portfolio Manager & Senior Investment Advisor, I am focused on structuring customized investment strategies designed around my clients' specific goals. I am a strong believer that an effective strategy begins with a plan and I welcome the opportunity to truly understand my clients. Their current circumstances, who matters most, their goals, their dreams, their concerns, their fears, and what they envision for their future. From there, I develop a customized Wealth Plan, leveraging TD specialists to fine tune complex strategies when needed.
Change is inevitable, and wealth management is no exception. As a commitment to my clients, I am continuously looking for ways to stay current and sharpen my skills. In addition to regularly attending external conferences and seminars, I have worked diligently to earn a number of highly respected industry designations. I am a CFA charterholder which is awarded by the CFA Institute, and I also hold the Certified Financial Planner designation awarded by the Financial Planning Standards Council, and the Chartered Investment Manager designation awarded by the Canadian Securities Institute.
If you would like to learn more about the services offered through TD Wealth Private Investment Advice, and how we may work together, I look forward to hearing from you.
English
Additional TD Specialists
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
