1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Tim Caughey
Tim Caughey
Senior Portfolio Manager
CFA
MBA
Working together to help you achieve what truly matters to you
Phone
Office Location
Tim is a Senior Portfolio Manager with TD Wealth Private Investment Counsel. He provides tailored investment and wealth management solutions to high-net-worth private clients, trusts, corporations and charitable organizations. Tim has 14 years of experience in the financial services industry, in both private and public sectors. As a former officer in the Canadian Armed Forces and a graduate of the Royal Military College of Canada, Tim brings a disciplined work ethic and is motivated to serve his clients with the highest integrity. Clients can expect friendly and transparent team-based investment advice and wealth planning support.
Tim holds the Chartered Financial Analyst® (CFA®) designation and the Canadian Investment Manager (CIM) designation. He has a Masters in Business Administration from McMaster University.
Phone
Certificates
CFA
MBA
Languages
English
Education
Masters of Business Administration(MBA) - McMaster University
Who We Are
We leverage our considerable experience in the institutional money management sector, and bring that same discipline and rigor to benefit affluent families, professionals, business owners, family estates and trusts, institutions and charitable organizations.
Leveraging our extensive network of specialists including TD Asset Management Inc., one of Canada’s largest and most distinguished asset managers, we're able to anticipate the complex challenges associated with growing and protecting your wealth. No matter what obstacles you face or goals you aspire to, we'll work closely with you to help ensure you remain on track, and develop a wealth plan that offers:
Building your net worth
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.
Implementing tax-efficient strategies
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
Our clients have access to expertise from TD specialists in the areas of
retirement and estate planning, risk management and business succession
In-depth discovery
1.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2.Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3.Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
4.On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
5.Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
6.Welcome to TD Wealth Private Investment Counsel
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
2. Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3. Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
4. On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
5. Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
6. Welcome to TD Wealth Private Investment Counsel
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.