David Allison
Senior Portfolio Manager
CFA
Wealth management that evolves as your needs, priorities and circumstances change over time
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As a Portfolio Manager for TD Wealth Private Investment Counsel, David and his team work with high net worth clients to identify their investment and wealth goals and build a strategy to help achieve those goals. Using discretionary portfolio management, we handle the day to day management of client portfolios and provide clients with regular performance reviews. Additionally, we have access to TD specialists, who can provide clients with comprehensive services including retirement, estate, insurance and business succession planning strategies.
Discretionary Portfolio Management is the delegation of the day-to-day investment decisions to a professional investment manager, who operates within guidelines and parameters established with the client. We are stewards who guide clients to make well informed decisions:
- How to use the capital markets to achieve short and long-term financial goals
- Understand asset class characteristics and risk-return trade-offs
- Develop and adhere to a clear and appropriate long-term investment policy
- Prepare for swings in the markets and keep emotions and biases in check
Background and Experience
David has over 17 years experience in the financial services industry and over 15 years experience with TD Wealth Private Investment Counsel. David has demonstrated a commitment to continuing education. He is a CFA® charterholder, and also holds the Canadian Investment Manager (CIM) designation. David Graduated from Carleton University with a B.A. (High Honours) Economics, Minor in Business, Concentration in Finance.
Outside of work, David enjoys golf, hockey, football and music. David lives with his wife and two children in Burlington.
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Certificates
CFA
Languages
English
Education
Bachelor of Arts in Economics (HHonours), Carleton University
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Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
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