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David Sanderson

Vice President and Senior Portfolio Manager

  • CFA®
  • CFP®

Committed to understanding your needs and helping you achieve your vision of success

As Vice President and Senior Portfolio Manager with TD Wealth Private Investment Counsel, I am committed to providing a high level of personalized service to my clients.  My Team and I collaborate with individuals, families, trusts, and not-for- profit organizations to overcome the challenges of managing their wealth. We primarily serve the York, Durham, Northumberland and Kawartha Lakes regions, with our office located in Markham.

Working collaboratively to bring clarity

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. We provide easy to understand solutions to complex situations. As a TD Wealth client you can expect to be treated with honesty, dignity and respect.

Comprehensive high net worth strategies

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

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Deep discovery

By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory, we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are.

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Private Investment Counsel: A disciplined, institutional approach

As part of TD Wealth Private Investment Counsel, our investment offering is supported by the same high-calibre, long-term methods, strategies used to counsel Canada’s largest pension funds and foundations.

Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.

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Conservative, goals-based wealth management

Our conservative approach focuses on comprehensive wealth and investment planning. Building, growing and preserving your capital is our primary focus. Through goals-based planning, we measure your returns against your own unique goals rather than market benchmarks.

Collaboration with TD Specialists

We work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group to bring you tailored high net worth planning in the areas of:

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ADDITIONAL CONTACT

Toll Free: 1(800) 472-3414
Branch Office: (905) 707-6757

EDUCATION

York University - Mathematics for Commerce

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?