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Jason McCarthy

Senior Portfolio Manager

  • CFA®

Working together to help you achieve what truly matters to you

With over 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 its preservation and transitioning through every stage of their 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.

Part of The McCarthy-Cruz Group

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The McCarthy-Cruz Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.


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


English, French

Additional Information

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A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.

- Brad Simpson, Chief Wealth Strategist, TD 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.


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