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David Udovic

Vice President and Senior Portfolio Manager

  • CIM
  • FCSI®

Working together to help you achieve what truly matters to you

David joined TD Wealth Private Investment Counsel in 2002. He brings over 25 years of experience in the industry, including securities services, pension administration, fund and trust accounting and wealth management.

For the past 20 years David has focused his expertise in private wealth management servicing affluent individuals, families, corporations, foundations and charitable organizations. David has also served as a founding member of the TD Wealth Private Investment Counsel Portfolio Management Strategic Counsel and currently serves as advisor on various internal initiatives.

ADDITIONAL CONTACT

Toll Free: (800) 615-2350
Branch Office: (416) 982-4650

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.

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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?

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