Patti Dwyer
Portfolio Manager
CFP®
CIM®
BBA
Wealth management that evolves as your needs, priorities and circumstances change over time
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Office Location
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A Boutique Investment Offering Within TD Wealth
Our boutique investment offering is supported by the same high caliber investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations
As professionals trusted by generations of affluent Canadians and corporations, we understand their unique and complex needs.
Benefits of Discretionary Investing
- You no longer have to make daily investment decisions. You can Entrust them to our team. We can manage your money for you, not just with you.
- One transparent, asset based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
- Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
Certificates
CFP®
CIM®
BBA
Languages
English
Education
Chartered Investment Manager
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
Entrepreneurs / Business Owners
Women and Investing
Multi-Generational Family
Retirees / Pre-retirees
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Trending Articles
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