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Andrea Crozier-Lepp

Senior Portfolio Manager

  • CFA®
  • CFP®
  • M.A.

Wealth management that evolves as your needs, priorities and circumstances change over time

With over 30 years of wealth management experience, Andrea has been with TD Wealth Private Investment Counsel since 1996, focused on providing discretionary investment management services to high net worth individuals and families, estate and trusts, and charitable and business organizations. Andrea has demonstrated a commitment to continuous education and has earned the professional designation of Chartered Financial Analyst (CFA).  In addition, she has a Masters in Economics from York University.  Andrea is a member of the Financial Planners Standards Council of Canada.
 
Andrea is an experienced investment professional and will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

ADDITIONAL CONTACT

Toll Free: (877) 331-8855
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?