Jeff Clarke
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Senior Portfolio Manager
CIM®
CFP®
CFA
Working together to help you achieve what truly matters to you
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I am a Senior Portfolio Manager for the Kingston/Seaway District which spans West to Trenton, North to Bancroft and East to Gananoque. With 25 years of financial services and investment experience I have held a variety of roles including Tax Manager, Financial Consultant and Financial Planner.
I hold designations including a Bachelor of Arts Honour Degree in Economics from Carleton University, Chartered Financial Analyst Charter Holder and a Certified Financial Planner with the Financial Planning Standards Council.
Outside of work I am a member of the Friends of the Environment Committee, enjoy spending time with my family, cooking, reading and staying active.
Certificates
CIM®
CFP®
CFA
Our Solutions
Investment Planning
Retirement Planning
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Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
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What to expect when working with us
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As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
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Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
Trending Articles
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