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Jeremy Cham

Portfolio Manager

  • CFA®

Working together to help you achieve what truly matters to you

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I am committed to building long-term relationships with my clients based on trust and integrity.  My 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.  I'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.  My planning process aims to plan for the expected, as well as the unexpected.
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You have meaningful goals and I can help you reach them.  Each person's needs are truly unique and my 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 I take a unique approach to understanding you, your family and your values.

My discovery process is driven by behavioural finance theory because I 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.
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Armed with a deep understanding of your priorities and values, I'll build a team of TD specialists centred around you.  And, as your needs evolve, your wealth strategy will evolve with you.  I take our relationship seriously – that means I'll be in touch with you on an ongoing basis so I can provide you with the information you need for a successful financial future.  And when you need advice, I'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

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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.

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ADDITIONAL CONTACT

Fax: (604) 482-8427

LANGUAGES

English

EDUCATION

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

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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.

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?