D'Arcy Corcoran
Senior Portfolio Manager
CFA
Working together to help you achieve what truly matters to you
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At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will help ensure you’re on track to achieve the future you envision for yourself and your family.
As a Portfolio Manager, my mandate is to help you to preserve and grow your wealth through tailored investment solutions. With over 29 years of financial services and investing experience , I am actively focused on providing comprehensive wealth management solutions to individuals, families, estates & trusts, and charitable and business organizations.
I work with a talented group of colleagues and have access to their expertise and the resources of TD Bank Group. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate TD specialists are brought in when required to apply their specialized knowledge to a particular situation. This can range from tax planning and estate planning, to credit and wealth protection needs. I believe that this collaboration is crucial to my clients' evolving needs – from helping with the accumulation of wealth to the preservation and transitioning of their wealth through their life.
I hold the Chartered Financial Analyst (CFA) designation and am a member of the CFA Institute as well as the CFA Society Vancouver.
I am a past member of the Board of Directors of Ronald McDonald House in Vancouver and actively involved in other interests in the community.
When I am not at work, I enjoy spending time with our two girls in their various activities. I also enjoy golf, skiing, travel and walks with our dog. Our family values also include the welfare of all animals, keeping youth active through sport, as well as protecting and preserving the world's oceans.
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Past Board Member, Ronald McDonald House Vancouver
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Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
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You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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