David Kunselman
Portfolio Manager
CFA®
CIM®
BBA Finance
Working together to help you achieve what truly matters to you
Phone
Office Location
Dedicated to the world of finance I am a CFA charter holder and Certified Investment Manager with over 20 Years of Experience in the Asset Management Industry. Throughout my career trajectory I have held prominent positions as an analyst, portfolio manager and product manager in various multibillion Canadian asset management firms. As a registered portfolio manager, I learned and demonstrated a deep understanding of investment strategies, risk management, and portfolio optimization.
Passionate and enthusiastic about financial empowerment and wealth-building, I am an experienced wealth management professional with a proven track record in guiding organizations and individuals towards their financial goals. With a background in Finance and a commitment to excellence, I have spent over two decades navigating the intricate world of investments and asset management. My mission is to help you achieve financial success through personalized, data-driven strategies, transparent communication, and a focus on your unique financial objectives.
As a Portfolio Manager with TD Wealth Private Investment Counsel, the team and I 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 oversee the day-to-day management of client portfolios and provide clients with 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.
My role is to create a fully integrated and comprehensive plan for my clients, by ensuring a core team of TD specialists are engaged when required, to apply their knowledge to complex situations. This can range from private banking to estate planning, and to credit and insurance needs. 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.
Let us connect and identify which strategies and investment solutions match your current lifestyle and needs. Our disciplined, team-based investment approach can assist you and your family in securing a prosperous financial future.
Phone
Certificates
CFA®
CIM®
BBA Finance
Achieve what truly matters to you
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
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.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
What We Do
What to expect when working with us
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Our Clients
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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.
Money Talk
Article
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
Federal Budget 2023: What you need to know
Article
Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
Monthly Perspectives: Institution Evolution
PDF
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.
Monthly Perspectives: Institution Evolution
PDF
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.
Bank of Canada hikes rates, signals more to come in fight against inflation
Article
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
Article
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.