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David Sanderson, CFA, CFP
Vice President and Senior Portfolio Manager
TD Wealth Private Investment Counsel Inc.
Globalization, tax changes and the complexities of the investment industry have made wealth management an increasingly difficult task for high net worth families and institutions. As Vice President and Senior Portfolio Manager with TD Wealth Private Investment Counsel, I collaborate with individuals, families, trusts, and not-for- profit organizations to overcome the challenges of managing their wealth. With over 20 years of wealth and investment management experience, I provide simple and easy to understand solutions to complex situations. As a TD Wealth client you can expect to be treated with honesty, dignity and respect. Working with our dedicated team, you can expect:
- An in depth discovery process incorporating industry leading behavioral finance methodologies
- Comprehensive portfolio solutions that are transparent and easy to understand
- Ongoing advice and solutions supported by a team of TD specialists focused on helping you achieve your goals
- A high degree of ethics guided by the CFA Institute’s Code of Ethics and Standards of Professional Conduct
As a member of the CFA Institute, the Toronto CFA Society and Financial Planners Standards Council, I possess the knowledge, experience and abilities to deliver progressive strategies designed to achieve what is important to you.
I attended York University earning a Bachelor of Arts degree in Mathematics for Commerce (1990). Outside of the office you will find me with my family. I enjoy travelling with my wife and two children, attending the theatre, and playing golf and hockey. I believe in giving back to the community, and volunteer my time at local TD sponsored events such as Million Dollar Smiles and TD Tree Days. I am also an active donor with Canadian Blood Services.
Toll Free: 1(800) 472-3414
Branch Office: (905) 707-6757
York University - Mathematics for Commerce
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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