Andrew Kay
Senior Portfolio Manager
CFA®
MBA
Working together to help you achieve what truly matters to you
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With over 25 years of investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals, families, estates & trusts, charitable and business organizations. My role as a Portfolio Manager with TD Wealth Private Investment Counsel is to provide customized and actively managed investment portfolios for high net worth clients, drawing on my extensive experience working with both institutional and Private Client investors.
I work in collaboration with a talented group of TD specialists and have complete access to their expertise and the resources of TD Wealth and TD Bank Group. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate TD specialists are brought in when required, to apply their unique insight to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. These relationships are crucial to my clients' evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
I am a graduate of the University of Alberta with a B.A. in Economics and also an MBA. In addition, I am a CFA charterholder and a member of the CFA Society of Edmonton.
Outside of work, I'm a proud father of two, avid traveler, and enjoy playing flag football.
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Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
What We Do
What to expect when working with us
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Tailored Solutions
Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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.
Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
Welcome to your spending years: Decumulating assets in retirement
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Welcome to your spending years: Decumulating assets in retirement
A happy retirement isn't just about having enough money saved up. It's also about knowing how you'll manage your nest egg when you get there. These are your spending years, after all — the decumulation phase of your life! What does decumulation actually mean and why does it matter? Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to shed light on this important topic.
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
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Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Money Talk
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Money Talk
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