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Tim Sullivan

Investment Advisor

  • B.Comm. (Hons)
  • CFP®

Working together to help you achieve what truly matters to you

With over 20 years of Financial Services Industry experience, Tim understands making decisions that affect your life is deeply personal. As your priorities and goals evolve, Tim will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Tim will help you preserve and grow your wealth by offering tailored investment solutions. The portfolios he helps clients construct are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. He delivers proactive and personal advice, working closely with you to make key decisions about your portfolio in line with your goals.

ADDITIONAL CONTACT

Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075

LANGUAGES

English

Additional Information

Building net worth banner_ENG.JPG
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

Implementing tax_efficient strategies banner_ENG.JPG
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

protecting what matters banner_ENG.JPG
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

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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.

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