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James Walsh

Portfolio Manager

  • CIM

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

With 33 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.

As a Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients. I work with a talented group of colleagues and have complete access to their expertise and the resources of the TD Wealth and TD Bank Group teams.

My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate TD Specialists are brought in when required, to apply their knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. I believe that this relationship is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through the various stages of their life

I hold the Chartered Investment Manager designation and a Bachelor of Commerce degree. Outside work, I'm involved with the Stewardship Committee at St Andrews Presbyterian Church.

ADDITIONAL CONTACT

Toll Free: (800) 563-1581
Branch Office: (902) 496-8611

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We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

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You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

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Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

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.

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