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Tim Roscoe

Portfolio ManagerInvestment Advisor

  • CIM®
  • CFP®
  • FCSI®

Your Comfort + Your Trust

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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.

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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.

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.

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