Winnipeg Portage

Winnipeg Portage

Phone: (204) 988-2748
Office Location: 360 Main Street Suite#2100 Winnipeg, MB R3C 3Z3

Welcome to TD Wealth Private Investment Advice Office servicing clients throughout Manitoba and across Canada.

Our TD Wealth Private Investment Advice Office services clients throughout Manitoba and across Canada.  We believe that our office is comprised of some of the sharpest minds in the business and we take pride in offering great client service, thoughtful advice and access to both TD and external expertise.  As such, we have enjoyed many long term relationships with our clients who are successful in their own right.

A Unique Approach

Wealth management is a comprehensive all-in-one approach to investing.  Our depth of resources ensures that you have an integrated approach to address your investment, tax, estate, insurance, philanthropic and business succession needs.  Every client's needs are different.   You might be investing to help build your financial future or to protect what you have already built for the next generation.

Even the savviest of investors have financial blind spots. TD Wealth advisors understand your financial blind spots and that's exactly what makes their advice so valuable. An in-depth understanding of your Wealth Personality is instrumental to delivering relevant financial advice that works toward helping you achieve your goals.

Our Discovery Process

Our discovery process is in-depth. Your TD Wealth advisor doesn't just get to know your financial picture. They apply principles of behavioural finance to dig deeper and understand your personality, your goals, your family, and your motivations.

With these additional layers, your TD Wealth advisor is well equipped to provide you with guidance when and how you want to receive it.

To learn more about how behavioural finance can impact your decision making, visit the below:

Discover Your Investing Blindspots

People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

Behavioural Finance

A Winning Personality: how it contributes to financial success.

Be On Your Best Financial Behaviour

Investors are often their own worst enemy when trying to out smart the market and end up sabotaging their financial goals.

Understanding Your Needs

At TD Wealth Private Investment Advice, we take the time to understand your needs so that we can build long-standing relationships and strategies to help you achieve your goals and address your needs and concerns. Whatever your specific situation may be, a TD Wealth Investment Advisor will be pleased to work with you to create an individualized strategy and plan for you.

To learn more about who we are please take some time to review our site.  If you are looking for an advisor, I would be pleased to introduce you to one of the professionals within our office.  

We are accountable to a very important group of people - our clients! 

James Allison, Senior Investment Advisor - Branch Manager
TD Wealth Private Investment Advice

The TD Wealth Advantage





Making a difference in the lives of our clients starts with the unique experiences of our advisors. In this series of videos, we will unpack what it means to be an advisor at TD Wealth.

Careers

If you're passionate about sales, thrive in a high-energy environment and are driven by your own success, then a career at TD Wealth is definitely for you.

TD Wealth is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs.

To make an investment in yourself, join one of the strongest teams in the country, apply online here

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.

Article

Money Talk

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

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Mortgage-free! Making the most of this money milestone

Article

Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

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TD Economics

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

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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