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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

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

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

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?