Skip to main content

Jason Murray

Vice President and Senior Portfolio Manager

  • CFA®
  • CFP®

Committed to understanding your needs and helping you achieve your vision of success

As a Vice President and Senior Portfolio Manager with TD Wealth Private Investment Counsel, I am committed to providing a high level of personalized service to my clients. I have over 20 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations. As my client, you can expect:

  • Ongoing discovery
  • Timely reporting
  • Comprehensive portfolio reviews tailored to you
  • A transparent approach to fees
  • Advice and solutions supported by a team of TD specialists focused on helping you achieving your goals
The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $27.5 Billion in assets (as of the end of September 2017). The offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.

A Proprietary Discovery Process

My approach to discovering you is comprehensive. The discovery process we use applies principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

First, I'll develop a deep understanding of your needs. Then, we take an integrated approach to help meet those needs. My clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities. When appropriate, I can engage TD specialists who can assist clients with:

priorities_2.JPG


Dedicated to You and Your Needs

I will stay  in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will  routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across TD Wealth Private Wealth Management and beyond, including: 
Website diagram2.jpg
As a TD Wealth Merit Milestone Achievement Award Winner I have been recognized for exceptional achievements across the organization positively contributing to enhancing the client experience and demonstrating the Merit qualities: Motivation, Excellence, Results, Integrity and Teamwork. I am passionate about providing my clients with a highest degree of professional service and advice.

My commitment to continuous education, as well as completion of required qualifications, has earned me the Chartered Financial Analyst (CFA) designation conferred by the Chartered Financial Analyst Institute and the Certified Financial Planner (CFP®) designation conferred by the Financial Planners Standard Council.

Within the community I take a special interest in the following charitable organization the Waterloo Regional Down Syndrome Society.  Fundraising and being active participant in WRDSS's annual Buddy Walk and the Upside Down Charity Golf Tournament is very important to me and my family. 

Outside work, my passion is my family and spending time with them playing sports, vacationing or just relaxing. I am still a competitor at heart and really enjoy playing competitive touch football and enjoy escaping to the gym for a good workout.


Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

ADDITIONAL CONTACT

Branch Office: (519) 885-8483

LANGUAGES

English

Welcome to TDAM Talks, our all-new podcast experience! Known previously as Market Perspectives, TDAM Talks airs weekly and takes you inside one of Canada's leading money managers with a rotating roster of guests.

Whether it be the latest market commentaries, fresh perspectives on trending topics, or thought-provoking dialogue on our investment process, TDAM Talks provides exclusive insights you won't hear anywhere else.



Slide1.png

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?