David Sanderson, Portfolio Manager,Markham, ON

Phone

Office

Mobile

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8. map

As a member of the CFA Institute, the Toronto CFA Society and Financial Planners Standards Council, I value integrity and service. I have over 29 years of wealth management experience and have been with TD Wealth Private Investment Counsel since 2002.

I graduated from York University with a Bachelor of Arts degree in Mathematics for Commerce in 1990 and hold the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CIP®) designations.

Outside of the office 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 and I actively donate to Canadian Blood Services.

Phone

Toll Free

1(800) 472-3414

Certificates

CFP®

CFA

Education

York University - Mathematics for Commerce

Email address

david.sanderson@td.com

Working collaboratively to bring clarity

As a 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 and their families, business owners, charitable foundations and trusts to help them overcome the challenges of managing their wealth. We primarily serve the York, Durham, Northumberland and Kawartha Lakes regions, with our office located in Markham.

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 Private Investment Counsel client you can expect to be treated with honesty, dignity and respect.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

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, and strategies used to counsel some of 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.

Balance

Maintaining a geographically diversified and balanced investment portfolio through a broad spectrum of traditional and alternative asset classes

Targets

Establishing target percentages for each asset class and preserving a set buffer around those targets

Evolution

Incrementally employing changes in portfolios over time to help minimize risks

Comprehensive planning

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

David Sanderson