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All about You
When you decide to join our private client group, we will work together to craft a portfolio that meets your personal, family, or company needs. Perhaps retirement income is your goal, or maybe you are looking to reduce portfolio risk. We can help. We are committed to your comfort and peace of mind.
During our more than two decades investing for private clients, we have made income investing a focus of our investment strategy. A steady stream of tax-efficient dividend and interest payments is a comfort to conservative investors during all market cycles.
We aren’t traders nor speculators, and we don’t offer strategies for either approach. We consider ourselves conservative investors and we look for value in all our equity portfolios. We diversify globally and across all asset classes, with a focus on dividend-paying equities and high-quality government and corporate bonds. A typical client portfolio includes both international and domestic securities consisting of equities, funds and bonds.
Investment research shows that markets go up and markets go down. Long dry spells occur for stock and bond prices. Our solution is to make dividends and interest a major focus of client portfolios. A relatively high level of dividends today makes good common sense for investors. Active management of a bond portfolio can substantially improve yields in a low interest rate environment. Regular cash payments year in and year out can help compensate for weak stock market performance and low bond yields. Consider a portfolio with an emphasis on dividends. -We believe that this is a time-tested strategy to build wealth.
Bill has worked in the financial services industry for thirty years. He began his career with Scotia Capital Markets as a foreign exchange trader in 1985 and later moved to Credit Suisse First Boston as a Canadian Bond Trader working in two of the world’s largest financial centres: London and New York. In 1992, he joined Burns Fry as the Canadian Long Bond Trader prior to the merger with Nesbitt Thomson. Bill joined CIBC in 1995 and began advising the bank's high net worth clients in all areas of personal wealth management and retirement planning. Bill joined TD Wealth in 2006 as Vice President and Investment Advisor. He offers his clients years of experience and relevant expertise in fixed income, equity and currency markets.
Bill is a winner of TD Bank Group's most prestigious award - Vision in Action. He is a two time member of TD Wealth Private Investment Advice’s MERIT recognition program and has been a member of the division's President’s Club for the past five years. Bill has also served on the National Advisory Council.
Educated at The University of Toronto, Bill holds a Bachelor of Arts Economics Specialist Degree from Trinity College. He completed graduate studies at The London School of Economics in International Economics and Finance. Bill has continued to refine his investment expertise over the years by achieving the Certified Financial Planner (CFP) designation. He also holds a CERTIFICATE IN RETIREMENT STRATEGY.
Toll Free: (888) 576-4447
Fax: (416) 308-6958
Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958
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.