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Jason McCarthy

Vice President and Senior Portfolio Manager

  • CFA®

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

With 25 years of investment experience, Jason provides a high level of personalized service for our clients. He works with a talented group of TD specialists and has complete access to their expertise as well as the vast resources of TD Bank Group. 

Jason’s role is to create a fully integrated and comprehensive plan for our clients by ensuring that the appropriate specialists are brought in when required to apply their specialized knowledge to a particular situation. This can range from investment management to estate planning, to credit and insurance needs. This collaboration is crucial to our clients’ evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through various stages of life.

Jason is a graduate of Concordia University's John Molson School of Business, where he earned a Bachelor of Commerce degree and lectured part-time for seven years on the theoretical and practical aspects of investment management. He is fluent in English and French, holds the Chartered Financial Analyst (CFA) designation, and has completed the Canadian Securities, Futures and Options Trading and Canadian Commodity Supervisors Courses. Jason is also a member in good standing with the CFA Institute.

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ADDITIONAL CONTACT

Toll Free: (888) 448-9889
Branch Office: (780) 408-6054

LANGUAGES

English, French

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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