Andrew Kay, Portfolio Manager,Edmonton, AB

Phone

Office

Mobile

Office Location

10088 102 Avenue NW Suite 2400 Edmonton, AB T5J 2Z1. map

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.

Phone

Toll Free

(888) 448-9889

Certificates

CFA

MBA

Wealth Management Beyond Investment Advice

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We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

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Lynn – The Gift of Planning

Protecting what matters

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.

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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.

Wealth Management Beyond Investment Advice

Achieve what truly matters to you

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Our Solutions

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

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For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Lynn – The Gift of Planning