Skip to main content

Tim Roscoe

Vice PresidentPortfolio ManagerInvestment Advisor

  • CIM®
  • CFP®
  • FCSI®

Your Comfort + Your Trust

AlignPWM_RGB_BB_EMAIL.jpg

I work as part of the Align Private Wealth Management team at TD, located in the beautiful Niagara Region of Ontario.  Our team strives to provides objective and comprehensive financial services to a select group of private clients and businesses.  www.alignpwm.com

Our mission is to be your trusted advisors for all aspects of your life.  We work hard to simplify our client’s financial lives, optimize their portfolio’s, and ensure they always remain on track with the path we create together.  We work with our clients, through each chapter of their lives, ensuring we are always on the same page and never falling behind.  We strive to make all aspects of finance easily understandable.  Our goal is your comfort!
 
We offer our knowledge and experience to help you achieve your potential.  We will work directly with you and will collaborate with any of your other trusted advisors – accountants or lawyers, when required. You can always trust us to provide a disciplined, comprehensive and guided approach to your life-long, wealth management planning. We want you to feel comfortable talking to us about your dreams, as well as life changes along the way.

We are dedicated to serving our clients with integrity and are committed to the following principles:

  • honest, transparent, and open communication
  • highly responsive, professional, first-class service
  • unbiased and timely advice
  • dedication to our belief that "clients interests always come first"

As a Full-Service Investment Advisory firm, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance

We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading wealth management firm in TD Wealth Private Investment Advice and Align Private Wealth Management.

On a personal note, Tim is happily married to his wife Agnes and has two children, Ella & Cole.  In his spare time he enjoys the occasional round of golf.

ADDITIONAL CONTACT

Fax: (905) 682-2601
Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601

LANGUAGES

English

 

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?