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William Barlow

Portfolio ManagerSenior Investment Advisor

  • CFA®
  • CIM®

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

Newsletter From the Desk of 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:
We are supported by the resources available at TD and can collaborate with TD specialists with expertise in areas from investment management to estate and retirement planning to provide personalized wealth strategies to our clients and their families.
 

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 Mississauga with his wife and three boys.

The Barlow 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: (800) 382-4964
Branch Office: (888) 814-9597
Branch Fax: (905) 568-2877

LANGUAGES

English

Newsletter Archive

Please contact William Barlow or Ben Kalenga for previous copies of Newsletter Insights. 

We're redefining private wealth management.

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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.

Money Talk

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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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