Skip to main content

Jeremy Cham

Senior Portfolio Manager

  • CFA®

Working together to help you achieve what truly matters to you

As a Portfolio Manager for the Corcoran Cham Group within TD Wealth Private Investment Counsel, we are committed to building long-term relationships with our clients based on trust and integrity.  Our clients are primarily a select group of retirees or people looking to retire within 10 years, who among other things, aspire to a work-optional lifestyle.  We've developed and refined a disciplined process, supported by the expertise of TD Wealth and TD Asset Management, to put all the pieces of the puzzle together into a wealth strategy.  Our planning process aims to plan for the expected, as well as the unexpected.
Discovering What Makes You Unique Revised.png
You have meaningful goals and we can help you reach them.  Each person's needs are truly unique and our goal is to offer you the relevant, customized wealth advice you deserve accomplished by getting to the heart of what matters most to you.  That's why we take a unique approach to understanding you, your family and your values.

Our discovery process is driven by behavioural finance theory because we understand that decisions related to wealth are not purely logical, as traditional financial theory implies.  By revealing the likely existence of biases in every financial decision, behavioural finance aims to allow each person to make informed financial decisions, while being aware of the factors that might influence them.  This information will tell us how we can work best with you and what the next steps are in creating your strategy – one that aligns what you have to what you want it to do.
Designed for Life.png
Armed with a deep understanding of your priorities and values, we'll build a team of TD specialists centred around you.  And, as your needs evolve, your wealth strategy will evolve with you.  We take our relationship seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future.  And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

Four Wealth Pillars.jpg
The TD Advantage Revised.png
Investment management is one of our key strengths and the cornerstone of every wealth strategy.  Our investment philosophy is rigorous, disciplined and comprehensive, with a balanced approach to wealth preservation and growth.  We draw support from the same high-calibre methods used by TD Asset Management with pension funds and foundations to bring an exclusive pension-style investment offer to our clients.  While each investment mix is born from a client's personal wealth strategy, the approach behind those investments is highly structured - one that places an emphasis on preserving capital while aiming to deliver consistent and stable returns.

The Corcoran Cham 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.


Let_s talk about your future.jpg

ADDITIONAL CONTACT

Fax: (604) 482-8427

LANGUAGES

English

EDUCATION

CFA Institute - Chartered Financial Analyst, University of British Columbia, BSc. - Cellular Biology and Genetics

SOCIAL LINKS

LinkedIn

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.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1.  Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

When to update your estate plan: 5 key life moments

So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Do you know someone who would benefit from my services?