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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

Welcome to TDAM Talks, our all-new podcast experience! Known previously as Market Perspectives, TDAM Talks airs weekly and takes you inside one of Canada's leading money managers with a rotating roster of guests.

Whether it be the latest market commentaries, fresh perspectives on trending topics, or thought-provoking dialogue on our investment process, TDAM Talks provides exclusive insights you won't hear anywhere else.



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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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?