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Warren Preece

Senior Investment Advisor

Your vision of success will be central to how we will work together

For more than 15 years, I have been working with individuals, families and businesses to provide integrated solutions for a complete range of services to align with your specific values and goals. Working with a network of experienced professionals at TD, I am committed to providing sophisticated and personalized investment management solutions designed to simplify wealth management for my clients.

We are proud of our wealth management process which begins with a client-centric approach of understanding your needs, exploring your priorities and long term goals by dedicating time towards in-depth ongoing discussions. My commitment to you is:

  • Accountability -- Integrity , trust and full transparency 
  • Knowledge -- Straightforward and knowledgeable advice 
  • Teamwork -- A collaborative approach to planning 

Having earned the Certified Financial Planner (CFP®) designation from FP Canada, I am keen about working with multi-generational enterprising families. Our only vision is your success.


ADDITIONAL CONTACT

Fax: (905) 665-8029
Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029

 

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.

Meet The Team

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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.

Money Talk

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Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

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.

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