Skip to main content

Winnipeg Portage


Welcome to TD Wealth Private Investment Advice Office services 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.

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 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.

 What kind of investor are you_eng_email_icon.jpg

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, Vice-President - Branch Manager
TD Wealth Private Investment Advice
*We look for the very best to join our team.  Please contact me or review our career section for more information.


Additional Information



Invest in yourself - Become a TD Wealth Investment Advisor!

Invest in yourself - Become a TD Wealth Investment Advisor!

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 Private Investment Advice is definitely for you.

TD Wealth Private Investment Advice 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 Investment Advisor, while maintaining active participation in the decisions regarding their financial affairs.

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

New Investment AdvisorClient Service AssociateClient Relationship AssociateAssociate Investment Advisor~GeneralistAssociate Investment Advisor~PlanningAssociate Investment Advisor~AnalystDiscover More about TD

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 our services?