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.
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