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Douglas is a Senior Portfolio Manager with TD Private Investment Counsel, Canada’s leading discretionary manager for high net worth clients, a position he has held since 2001. His financial career began in 1988, and has included roles in mortgage lending, personal trust, marketing and communications, and product management, for trust companies, banks, and investment managers. This wealth of experience allows a holistic perspective on clients' overall financial picture.
Doug’s investment practice focuses on helping clients plan and implement tax-efficient portfolio solutions, taking into account their often complex financial and family situations. All of TDs considerable resources – including TD Economics, the Wealth Asset Allocation Committee, and Portfolio Analysis and Investment Research – are brought to bear on each and every client file.
A CFA charter holder, Doug also holds a Bachelor of Commerce degree (Honours) from Queen’s University and an MBA (Finance) from McGill. He is a member of the Montreal CFA Society and has sat on their mentoring committee. He has also volunteered with the Canadian Bankers Association to help bring financial literacy to young people in the community.
Doug's spare time revolves around family activities like skiing in the eastern Townships, and the occasional fishing trip to Pontiac County.
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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.