David Kunselman

David Kunselman

Portfolio Manager

CFA®

CIM®

BBA Finance

Working together to help you achieve what truly matters to you

Phone

Office

(905) 293-3240

Office Location

20 Milverton Drive 2nd Floor Mississauga, ON L5R 3G2. map


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

Toll Free

1(888) 814-9597

Certificates

CFA®

CIM®

BBA Finance

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

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

Empowering Polly to achieve financial success

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.

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Money Talk

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Hear what matters.
Watch our top story now

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TD Economics

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

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

Article

Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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