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Blair Falconer

Senior Portfolio Manager

  • CFA®
  • MBA
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Blair Falconer

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I am a Senior Portfolio Manager with TD Wealth Private Investment Counsel (TDW PIC) and recently moved to Victoria from Toronto.

As a Portfolio Manager, I understand the unique needs of High-Net-Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.

Prior to joining The Moore Falconer Group at TDW PIC, I was the Senior Manager, Channel Strategy for the TDW PIC business for 5 years, and the Supervising Portfolio Manager for TDW PIC for the past 3 years. I bring over 25 years of experience in the wealth management industry in Canada and internationally.

I hold an Honours Bachelor of Science in Physics from the University of Waterloo, and a Master of Business Administration from Georgetown University, and I have been a CFA charter holder since 1997.

My wife, Anne-Sophie, joins me in Victoria (as a sculptor, her workplace is mobile!). Our older daughter, Emilie, calls Stockholm, Sweden home, and our younger daughter, Alix, is a 2022 graduate from the University of Waterloo.

Outside the office,  I'm an avid rugby fan (no longer, sadly, a player) and Anne-Sophie and I haunt art galleries or take advantage of the hiking trails.

The Moore Falconer Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (250) 405-5282

LANGUAGES

English, French

Wealth Considerations

Investment Strategies

Retirement Planning

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

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Additional TD Specialists

Treva Newton Tax and Estate Planner

Jill BoneTrust Officer

Nicola SadlerExecutive Trust Officer


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Market Commentary

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Money Talk

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Money Talk Life

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When to update your estate plan: 5 key life moments

So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

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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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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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