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William Barlow

Vice PresidentPortfolio Manager

  • CFA®
  • CIM®

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

An exclusive newsletter from William Barlow

Our Mission:

Working with a select group of businesses, individuals, and their families, we strive to provide personalized and comprehensive wealth solutions.

 

Our Advantage:

With the resources of TD, each area from investment management to estate and retirement planning has a separate set of strategies and professionals available to the families we represent.

 

About Us:

Will has held various positions at financial firms in the United States, Ireland, and Canada. Will holds a degree in finance from the State University of New York as well as the prestigious Chartered Financial Analyst designation. In addition, Will holds the Chartered Investment Manager designation through the Canadian Securities Institute, is a Life Insurance Advisor through TD Wealth Insurance Services, and can provide enhanced income and risk management strategies through his expertise and licensing in options. Prior to joining the financial world, Will played five years of professional hockey in the United States, culminating in a President's Cup championship while serving as his team's captain.  Will resides in Toronto with his wife Maria and son's Henry and John.

ADDITIONAL CONTACT

Toll Free: (800) 382-4964
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224

LANGUAGES

Cantonese, English, Farsi, Persian

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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?