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James Ramsay

Senior Portfolio Manager

  • CFP®
  • CIM
  • FCSI®

Our discovery and wealth management approach is driven by what matters most to you

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BACKGROUND
With over 25 years of financial services and investment experience, as a Senior Portfolio Manager with TD Wealth Private Investment Counsel, Jim provides wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.


KNOWLEDGE

Jim holds the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI) designations and is a Life Insurance Advisor with TD Wealth Insurance Services. Jim also earned an Honours BBA degree from Wilfrid Laurier University.


CLIENT DISCOVERY

As you make your way towards achieving your goals in life, you may find your financial circumstances becoming increasingly more complex. When you reach this stage Jim is here to help.
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His approach is to create a fully integrated and comprehensive plan for clients. Jim works with a talented group of partners and has complete access to their expertise and the resources of TD Wealth and TD Bank Group teams. He will ensure that the appropriate experts are brought in when required to apply their specialized knowledge to a particular situation.

SERVICES

Your needs are important and are always evolving. Through all phases of your life cycle, in collaboration with TD Specialists, Jim is here to provide you with advice and the solutions your specific needs require. Click here to find out more.

  • Building Net worth 
  • Implementing Tax Efficient Strategies
  • Retirement Planning
  • Protecting What's Important
  • Legacy Planning

CLIENT EXPERIENCE

As a discretionary Portfolio Manager and your lead relationship manager I hold myself to the highest ethical standard in the industry. As my client, you can expect:

• Personalized & Comprehensive Wealth Plans
• Ongoing Discovery
• Fee Transparency
• Timely Reporting
• Regular Portfolio Reviews
• Someone Always There for Your Specific Needs
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***The above noted services are provided by TD Wealth and TD Bank Group Specialists***


HIGHLIGHTED ARTICLES

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     Retirement Income Needs                              Government Benefits

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        Tax Planning: Individuals                             Tax Planning: Businesses



Click on the articles above to view or see the links under Wealth Considerations (listed below) for additional resources by topic.



ADDITIONAL CONTACT

Toll Free: (888) 850-7379
Branch Office: (519) 885-8483

LANGUAGES

English

EDUCATION

BBA, Wilfrid Laurier University

Getting to know the full picture

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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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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?

Do you know someone who would benefit from my services?