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ABOUT | Alan 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. Alan has over 14 years of experience in the financial services industry. Prior to TD he worked with a national accounting firm within their High Net Worth group, focusing on retirement planning and investment consulting.
Alan holds the Chartered Financial Analyst (CFA®) designation, Certified Financial Planner (CFP) designation and the Personal Financial Planner (PFP) designation.
DISCOVERY | Within TD Wealth Private Investment Counsel, I am committed to delivering an exceptional client experience that begins with a comprehensive discovery to understand and uncover your unique needs, circumstances and long-term objectives. By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are.
Toll Free: (883) 331-3243
Branch Office: (905) 331-2532
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.