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David Allison

Senior 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

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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.

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Market Commentary

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Money Talk

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So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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