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Tom Stevenson

Investment Advisor

  • PFP®
  • CFP®

Sound investment advice built to help weather all market conditions

A seasoned investment professional with over 34 years of experience in the banking and investment industries, Tom brings a unique perspective to the challenges client face in building and protecting their wealth. His experience allows him to retain a calm and logical approach to the ups and downs of market cycles. He employs a measured approach and investment discipline, drawing on many resources to make tailored decisions in the interest of each client. His goal is to help them make smart, informed decisions about their money. Tom believes his success in advising clients is based on earning their confidence and trust by putting their financial interests first. With this approach, he has built many successful long-term client relationships. 

Born and raised in Ottawa, Tom chose to build his career here, where he benefits from a community he knows well and many contacts and connections. He earned an economics degree from Carleton University in 1983 and holds both a Certified Financial Planner (CFP) and a Personal Financial Planner (PFP) designations. 

Tom has been happily married for 32 years and has two adult sons, of whom he is immensely proud. In his off hours, he is an avid skier and enjoys traveling with his wife, Michelle.

ADDITIONAL CONTACT

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

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.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

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.  

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