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Alan Holman

Senior Portfolio Manager

  • CFA®
  • CFP®
  • PFP®

Working together to help you achieve what truly matters to you

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.

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ADDITIONAL CONTACT

Branch Office: (905) 331-2532

We're redefining private wealth management.

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.

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Market Commentary

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Money Talk

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Money Talk Life

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When to update your estate plan: 5 key life moments

So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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