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David Allison

Portfolio Manager

  • CFA®
  • CIM®

Wealth management that evolves as your needs, priorities and circumstances change over time

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 achieve those goals. Using discretionary portfolio management, we handle the day to day management of client portfolios and provide clients with regular performance reviews. Supported by TD Specialists, we also provide clients with comprehensive advice 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

Is a Portfolio Manager right for you?

Background and Experience

David has over 12 years experience in the financial services industry and over 10 years experience with TD Wealth Private Investment Counsel. David has demonstrated a commitment to continuing education and holds the Chartered Financial Analyst (CFA®) designation and 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 and volunteers his time coaching his son's hockey team. 

Links, Newsletters and Articles

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ADDITIONAL CONTACT

Toll Free: (877) 331-3249
Branch Office: (905) 331-2532

LANGUAGES

English

EDUCATION

Bachelor of Arts in Economics (HHonours), Carleton University

Helping you achieve your vision of success

What is Behavioural Finance

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.

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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. Fed stays dovish and pledges to keep rates steady

The Federal Reserve stresses it won’t raise interest rates until the U.S. economy shows tangible evidence it has fully recovered from COVID-19 and that there are persistent inflationary pressures. Kim Parlee speaks with Priya Misra, Global Head of Rates Strategy at TD Securities.

Estate Freeze: Is it right for my business?

With retirement on the horizon, an estate freeze can allow a business owner to gradually transfer a business to the next generation while also dealing with tax concerns proactively. Kim Parlee speaks with Georgia Swan, a Tax and Estate planner with TD Wealth.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Bracing for a debt tsunami: Ottawa navigates the pandemic-spending tide

Canada’s fiscal response to the COVID-19 pandemic has gone a long way in reducing the economic fallout. But it comes with a massive price tag. Anthony Okolie speaks with Omar Abdelrahman, Economist, TD Bank Group, about what we can expect in the upcoming 2021-22 Federal Budget.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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