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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

Toll Free: (883) 331-3243
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

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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?