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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:

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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: 
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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

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

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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.

Canadian, U.S. jobs numbers disappoint, testing strength of recovery

Weak jobs reports in both Canada and the U.S. are raising questions about the strength of a post pandemic recovery. Anthony Okolie speaks with Sri Thanabalasingam, Senior Economist, TD Bank, about the results and what they mean for economic growth going forward.

TD Report: How your career can impact your investing style

A new study from TD Wealth reveals that people with volatile careers may also select riskier investments. Further, there's evidence those people may feel less satisfied with their retirement readiness. Authors Lisa Brenneman, Head of Behavioural Finance at TD Wealth, and Laura Goodyear, Research Coordinator at Behavioural Economics in Action at Rotman (BEAR), join Kim Parlee to discuss the findings and some ways investors may feel more confident about their goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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