James Balevicius
Portfolio Manager
CFA®
Working together to help you achieve what truly matters to you
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James Balevicius is a 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 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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CFA®
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Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
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What to expect when working with us
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We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
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Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
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Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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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.
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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.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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