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Greg Dutchak

Portfolio Manager

  • FMA
  • FCSI®
  • CIM®

"Working together to help you achieve what truly matters to you"

With over 27 years of experience, Greg believes his diverse background and experience are differentiating factors in providing added value to every client experience!  His unique approach originated from his hard working ethic on the family farm in Saskatchewan.  From that experience, he took with him key life lessons that effort, energy and passion are key ingredients to excellent client connections.  With this foundation, Greg's broad toolkit includes co-launching  a successful Private Client Business in Saskatchewan and public speaking on the emotional sides of investing as well as retirement planning strategies.  Greg's unique perspective has proven a valuable asset in the ability to guide clients in keeping their Wealth Plan on track.

Greg spends his extra time with his wife Elaine and keeping up to a hockey schedule for his son Dawson and a wrestling calendar for his daughter Abby. Occasionally, you will find Greg on the golf course or hanging out with his dog, Wazzy.  In addition, Greg loves the outdoors, great coffee and music while spending time with family and friends.

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ADDITIONAL CONTACT

Toll Free: 1(866) 225-7223
Fax: (306) 975-7214
Branch Office: (306) 975-7262

LANGUAGES

English

Going beyond the financial picture

Our Proven Approach

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Our clients' needs and goals are deeply personal. The investment and wealth plan that will help them achieve those goals must be as distinct as they are. We are uniquely equipped to provide tailored advice to help build the future they want—and we can only do that by truly understanding what matters most to them.


For more information on the benefits of working with a Portfolio Manager, please follow this link to the Portfolio Management Association of Canada website:

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Investment Policy Statement

A written agreement that takes into account your specific needs and sets out how we will work with you, including ongoing communication, types of investments and reporting.

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What you can expect:

• Ongoing discovery (always acting in your best interest)

• Timely reporting

• Comprehensive portfolio reviews tailored to you

• A transparent approach to fees

• A lead relationship manager supported by a financial team focused on achieving your goals and simplifying your life


About TD Wealth Private Investment Counsel (PIC)

TD Wealth Private Investment Counsel (PIC) is a leading professional investment management offering managing over $28 Billion in assets (as at March 2018). We offer multiple styles of equity and fixed income management and build custom investment portfolios for individuals, corporations and charitable organizations who are seeking:

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Features:

• Access to portfolio managers and their teams who work with a select number of affluent Canadians, helping them grow, protect and transfer their wealth

• Active investment management through a discretionary investment management approach

• TD Asset Management Inc. working behind the scenes to provide the same level of investment analysis and risk management available to large institutions, pension plans and foundations

• Access to Epoch Investment Partners, Inc.’s global investment approach which seeks to uncover opportunities that others may miss

• An investment approach for affluent investors based on responsible growth over speculation

Our boutique investment offering is supported by the same high caliber investment methods and rigor used by TD Asset Management with its institutional clients such as pension funds and foundations.












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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