James Balevicius
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James Balevicius is a Senior Portfolio Manager with TD Wealth Private Investment Counsel, bringing over a decade of industry experience to his role. He is a CFA charterholder, a member of the Toronto CFA society and graduated from York University with a Bachelor of Administrative Studies. James works alongside John Cameron, CFA, Senior Portfolio Manager and Jelena Bozovic, CFA, Portfolio Manager to provide a breadth of expertise to their clients.
James' primary role is to provide financial guidance and strategic investment advice. This includes the analysis of market trends, the selection of investment opportunities, and the allocation of assets to help meet specific financial goals. As a Senior Portfolio Manager, James must balance risk and reward, aiming to maximize returns while adhering to the client's risk tolerance and investment objectives. Additionally, James continually monitors and adjusts client portfolios to respond to changing market conditions and client needs, ensuring that the investment strategy remains aligned with long-term objectives.
James Balevicius serves a diverse range of clients including individuals, trusts, corporations, and charities. His approach integrates clients with TD Wealth's comprehensive wealth advisory services, which encompass retirement and cash flow planning, will and estate planning, and insurance needs, engaging TD specialists where needed. This holistic strategy helps ensure that clients receive tailored financial solutions that address both their short- and long-term goals. By combining investment management with broader wealth planning, James helps clients achieve financial confidence, allowing them to focus on what matters most to them.
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