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David Allison

Portfolio Manager

  • CFA®
  • CIM®

"Working together to help you achieve what truly matters to you"

With over 10 years of financial services and investment experience, David is actively focused on providing comprehensive investment and wealth management solutions to high net worth families, estates & trusts, corporations and charitable organizations. David works closely with his clients to help them identify their goals, build a customized investment and wealth plan to help them achieve those goals, and provides regular progress reviews. As a member of TD Wealth Private Investment Counsel, David also has access to a range of professionals who can provide clients with expertise in banking, estate planning, business succession and insurance needs.
 
David holds the Chartered Financial Analyst® (CFA®) designation and the Canadian Investment Manager (CIM) designation and is a Life Insurance Advisor through TD Wealth Insurance Services.

ADDITIONAL CONTACT

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

LANGUAGES

English

EDUCATION

Bachelor of Arts in Economics (HHonours), Carleton University

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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