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Dave Coverdale

Vice President and Senior Portfolio Manager

  • Bcomm (Hons.)
  • CFA®

Working together to help you achieve what truly matters to you

Managing your wealth for the long term

Working with high net worth clients, I am a dedicated professional with technical financial expertise, a conduit to a network of specialists and a sounding board for major decisions.

My team and I focus on helping affluent business owners, professionals and retirees in the Winnipeg area to identify their true goals and priorities. We work collaboratively with you to develop strategies that help you navigate the complexities of managing your wealth. Our proven approach helps ensure that together we achieve your objectives.

We pride ourselves on understanding you and your priorities.

We apply the principles of behavioural finance to dig deeper and discover what matters most to you and your family – as well as uncovering your financial blind spots. Then we  work with you to develop strategies to improve decision making and a wealth management plan that is tailored to your unique needs.
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A disciplined approach



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As part of TD Wealth Private Investment Counsel, the high net worth boutique of TD Asset Management (TDAM), our investment offering is supported by the same high-calibre methods, strategies and rigour used to counsel Canada’s largest pension funds and foundations.

Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.


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Putting your interests first

As Portfolio Managers, we have a duty to always act in your best interest with unbiased objectivity. Because we are regulated by the  Manitoba Securities Commission, we are held to a higher standard of ethics and oversight – a responsibility we never take lightly.

In addition, our team is committed to service excellence, transparency and effective cost control. We are available and responsive; clients regularly turn to us to for straightforward, direct and thoughtful answers to their questions and concerns. In short, we are their go-to resource for every critical financial decision they make – from a new home purchase, to retirement planning, to estate transiton considerations 

Collaboration with TD specialists on goals-based planning

We work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group, when appropriate, to bring you tailored high net worth planning in the areas of:

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ADDITIONAL CONTACT

Toll Free: (800) 364-6585
Branch Office: (204) 988-2210

LANGUAGES

English

EDUCATION

University of Manitoba, CFA Institute

COMMUNITY INVOLVEMENT

Ronald McDonald House Charities Manitoba

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

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Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?