Jason Murray
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As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, I am committed to providing a high level of personalized service to my clients. I have over 20 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations. As my client, you can expect:
- Ongoing discovery
- Timely reporting
- Comprehensive portfolio reviews tailored to you
- A transparent approach to fees
- Advice and solutions supported by a team of TD specialists focused on helping you achieving your goals
I am passionate about providing my clients with the highest degree of professional service and advice.
My commitment to continuous education, as well as completion of required qualifications, has earned me the Chartered Financial Analyst (CFA) designation conferred by the Chartered Financial Analyst Institute and the Certified Financial Planner (CFP®) designation conferred by the Financial Planners Standard Council.
Within the community I take a special interest in the following charitable organization: the Waterloo Regional Down Syndrome Society. Fundraising and being an active participant in WRDSS's annual Buddy Walk and the Upside Down Charity Golf Tournament is very important to me and my family.
Outside work, my passion is my family and spending time with them playing sports, vacationing or just relaxing. I am still a competitor at heart and really enjoy playing competitive touch football and enjoy escaping to the gym for a good workout.
Certificates
CFA®
CFP®
Languages
English
A Proprietary Discovery Process
First, I'll develop a deep understanding of your needs. Then, we take an integrated approach to help meet those needs. My clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities. When appropriate, I can engage TD specialists who can assist clients with: retirement strategy, managing tax, expanding your business, managing debt effectively, multi-generational wealth transfer, planning your estate, creating a legacy, managing and protecting your assets, philanthropic giving.
Our Solutions
Investment Planning
Retirement Planning
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.
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.
Money Talk
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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
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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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TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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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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