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Tom Stevenson

Senior Investment Advisor

  • PFP®
  • CFP®
  • CIM®

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

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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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