Introducing TD Wealth Private Investment Counsel
As a client of TD Wealth Private Investment Counsel, you will take part in a unique and collaborative consultation to fully understand your financial needs and priorities. With a deep understanding of your priorities, your dedicated personal Portfolio Manager, Dave Coverdale,
will connect you with a core team of TD specialists with expertise in everything from estate and trust planning and philanthropy, to business succession and tax planning.
Get to know your dedicated personal portfolio manager
I am a focused, dedicated professional, committed to the attainment of client's goals and aspirations. My family and I travel many of the same paths in life that most families do. We have our share of victories and setbacks, but we assess and adjust, keeping the bigger picture in mind. It is no coincidence that I work with clients in the same manner. My responsibility is to my clients, which forms the cornerstone of my practice. I work with business owners, professionals, and retired individuals, with the singular purpose of helping them achieve their individual wealth priorities. As a result, my clients tell me I make their lives easier, and they feel confident in their financial future.
When working with clients I develop deep and long lasting relationships. I spend important time carefully listening and learning how they got where they are. This helps me understand what matters most to them now, and where they wish to be tomorrow. With this insight I provide options and guidance. Together we tailor a plan, and I then implement the strategy. I ensure we keep our focus on what truly matters. Clients are engaged in my analytical, yet practical process and we communicate regularly to ensure we are on plan.
Occasionally, I act as facilitator for clients. I bring topics and other TD specialist into our relationship, at the appropriate time, to help move our customized wealth plan forward.
Away from the office I enjoy most outdoor activities, where on weekends you can find me at the lake.
I am passionate about all aspects of wealth management. I spend a great deal of time reading financial literature out of self-interest. I'm a graduate of the University of Manitoba, with particular focus in finance and economics. I received my Chartered Financial Analyst (CFA) designation and am a member of the Winnipeg Society of Financial Analysts.
Trust in us with all of your wealth needs and desires
We believe in delivering an exceptional experience for each client. In collaboration with TD specialists, TD Wealth Private Investment Counsel can provide the expertise and advice you need to help you achieve what’s important to you and your family. I will assist you with:
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Our journey together starts with understanding you
Experience has shown us that your past and your present combined point the way to your future. So, together, we start with a deep understanding of who you are, your values and your vision of success.
This means reviewing the financial decisions you've made over the years, the goals you've set for yourself for years to come, and the ways in which these reflect what is important in your life. To create your personal investment and wealth plan, we leverage our broad expertise to fit your unique needs.
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Our journey continues with dedicated personal service supported by industry expertise
As your dedicated personal portfolio manager, besides providing you with professional investment portfolio management such as Strategic Asset Allocation (SAA), our team also draw on the expertise of a variety of TD investment professionals and risk management specialists. They provide our team with economic and market research that helps us not only manage your portfolio, but also identify opportunities that lie in the market shifts, we call this Tactical Asset Allocation (TAA).
During our journey together, my personal service for you is meant to be a life-long commitment; during your different life stages, depending on your unique circumstances and dynamic situations, I can assemble a team of TD specialists with expertise so you can receive all of our integrated wealth services:
- Retirement Planning
- Asset Protection Strategies
- Tax Mitigation Strategies
- Private Banking Solutions
- Tailored Credit Solutions
- Estate and Trust Services
- Business Succession Planning and Advice
- Philanthropic Planning
Our quarterly Market Outlook update for you
We understand that you are always tied up with other important commitments in your life but also rather care about your ongoing wealth status and your investment portfolio. That is why we want to keep you informed about the market conditions and let you benefit from the experience and investment knowledge of TD Asset Management by providing you with a quarterly summary of the TD Wealth Asset Allocation Committee’s market outlook for equities and fixed income investments over the next six to eighteen months.
Shall we begin?
Our clientele is truly diverse:
- Professionals (medical doctors, dentists, engineers, accountants, lawyers)
- Business owners and entrepreneurs
- High-net-worth families and individuals
- Foundations and not-for-profit organizations
- Farm and land owners
- Estates & trusts
- Lottery winners
Reach out to get more information about our comprehensive wealth offering. We can start the conversation today!