David Kunselman
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At the core of our work together lies the shared goal of building your net worth and realizing your vision for the future. Together, we'll devise innovative strategies tailored to your unique circumstances, adopting credit and investment solutions to propel your financial growth. Moreover, by implementing tax-efficient strategies in collaboration with your tax advisor, we'll structure your portfolio to minimize tax exposure, working to ensure that your hard-earned wealth remains accessible when you need it most. Additionally, we're dedicated to helping safeguard what matters most to you, offering comprehensive risk management solutions and guidance in trusts and estates by TD specialists to navigate life's uncertainties with confidence. Finally, as you contemplate your legacy, we stand ready to assist in crafting a blueprint that reflects your values and priorities, helping optimize the transfer of your wealth and leaving a lasting impact for generations to come.
Diversify and Thrive: My portfolio management service specializes in strategically reducing Canadian market exposure while increasing global market investments to help enhance portfolio resilience and maximize growth opportunities. With a keen focus on mitigating country-specific risks and capitalizing on diverse global markets, I craft tailored investment strategies to help optimize returns and minimize volatility. By expanding your investment horizons beyond Canada's borders, we aim to unlock access to untapped markets, sectors, and industries, offering greater potential for long-term growth and wealth preservation. work with us to embrace global opportunities and build a more robust, internationally diversified investment portfolio.
As a Portfolio Manager with TD Wealth Private Investment Counsel, the team and I work with families, businesses and organizations to identify their investment and wealth goals and build a strategy to help achieve those goals. Using discretionary portfolio management, we oversee the day-to-day management of investment portfolios and provide regular client reviews. Additionally, we have access to the expertise of TD specialists, who can provide clients with comprehensive services including retirement, estate, insurance and business succession planning strategies. This collaboration is crucial to our client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
My role is to create a fully integrated and comprehensive plan, let's connect and identify which strategies and solutions match your current lifestyle and needs. Our disciplined, team-based approach can assist you and your family in securing a prosperous financial plan.
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BBA Finance
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Transfer of Wealth
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.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Our Clients
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
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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Money Talk
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TD Economics
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TD Economics
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Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Monthly Perspectives: The Perfect Gift
PDF
Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
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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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Federal Budget 2024: How proposed new taxes and spending could impact the economy
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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