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Warren Bury

Senior Investment Advisor

Working together to help you achieve what truly matters to you

For more than 25 years, Warren has specialized in working with high net worth individual and corporate clients to create tailored portfolios, helping them to preserve and grow their wealth. 

He has been taking a comprehensive approach considering the unique circumstances of each family.  This approach is based on the TD Wealth Investment and Wealth Planning Process, which includes relevant wealth considerations such as retirement planning, portfolio management, insurance strategies and estate planning strategies, and tax minimization strategies. 

In addition to being a graduate of the University of Western Ontario, Warren has obtained the Personal Financial Planner (PFP) designation and completed the Canadian Securities Institute's (CSI) Partners, Directors and Senior Officers Course and the Options Supervisors Course. These continuing education courses coupled with his previous working experience as a Branch Manager, gives Warren a very strategic angle when it comes to delivering wealth management solutions to clients.

In client/advisor relationships, trust is always the essential component. Warren believes his strict confidentiality and honesty is very much appreciated and recognized by his clients.


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Rates are rising: Here are some of the ways that could impact you

Higher interest rates can affect the cost of borrowing, investment performance and savings rates. To help you make sense of Canada's rising rates, we've compiled this short guide.

 

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Finding calm during market volatility

Huge drops in your portfolio can be scary. How you handle it can make a big impact on your finances..

 

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Estate planning at any age

Think you need to be retired to think about estate planning? Truth is, there are some real benefits to getting an early start. Here's a checklist of things to consider, to make sure you're ready and able to provide for your loved ones, no matter what age or stage of life you're at.

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The Bury Loveys Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.


ADDITIONAL CONTACT

Toll Free: (877) 974-2353
Fax: (905) 474-3783
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

 

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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