David Kunselman

At the core of our work together lies the shared goal of building your net worth and realizing your vision for the future. Together, we'll devise innovative strategies tailored to your unique circumstances, adopting credit and investment solutions to propel your financial growth. Moreover, by implementing tax-efficient strategies in collaboration with your tax advisor, we'll structure your portfolio to minimize tax exposure, working to ensure that your hard-earned wealth remains accessible when you need it most. Additionally, we're dedicated to helping safeguard what matters most to you, offering comprehensive risk management solutions and guidance in trusts and estates by TD specialists to navigate life's uncertainties with confidence. Finally, as you contemplate your legacy, we stand ready to assist in crafting a blueprint that reflects your values and priorities, helping optimize the transfer of your wealth and leaving a lasting impact for generations to come.

Diversify and Thrive: My portfolio management service specializes in strategically reducing Canadian market exposure while increasing global market investments to help enhance portfolio resilience and maximize growth opportunities. With a keen focus on mitigating country-specific risks and capitalizing on diverse global markets, I craft tailored investment strategies to help optimize returns and minimize volatility. By expanding your investment horizons beyond Canada's borders, we aim to unlock access to untapped markets, sectors, and industries, offering greater potential for long-term growth and wealth preservation. work with us to embrace global opportunities and build a more robust, internationally diversified investment portfolio.

As a Portfolio Manager with TD Wealth Private Investment Counsel, the team and I work with families, businesses and organizations to identify their investment and wealth goals and build a strategy to help achieve those goals. Using discretionary portfolio management, we oversee the day-to-day management of investment portfolios and provide regular client reviews. Additionally, we have access to the expertise of TD specialists, who can provide clients with comprehensive services including retirement, estate, insurance and business succession planning strategies. This collaboration is crucial to our client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.

My role is to create a fully integrated and comprehensive plan, let's connect and identify which strategies and solutions match your current lifestyle and needs. Our disciplined, team-based approach can assist you and your family in securing a prosperous financial plan.