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Laura Barclay

Vice President and Senior Portfolio Manager

  • CFA®
  • CPA
  • CA

Working together to help you achieve what truly matters to you

With over 20 years of financial services, business and investment experience, Laura has been actively focused on providing discretionary investment management services to high net worth individuals and families, estates & trusts, and charitable and business organizations. She has experience dealing with complex financial, tax and estate planning issues, including business succession planning and leveraged insurance solutions.

Laura's primary role is to provide investment counsel to her clients, specifically to develop and implement investment strategies tailored to meet their individual needs. She is responsible for the design and delivery of distinctive investment management solutions and services to private clients, corporations, foundations, estates and trusts.

Laura has demonstrated a commitment to continuous education and has earned the professional designations of Chartered Accountant (CPA, CA) - 1995 and Chartered Financial Analyst (CFA) - 2001. She graduated from the University of Waterloo (Honours Bachelor of Arts). Laura is active within the professional world as well as in the community. She has been an Executive Board member of the Estate Planning Counsel of Toronto (EPCT) for 6 years and a member of the Toronto CFA Society.

When Laura has a spare moment, she likes to golf, travel, ski and sail. She is married with one child. Laura is an experienced investment professional and will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share for your career, well-being, home, lifestyle and legacy.

ADDITIONAL CONTACT

Toll Free: (800) 472-3414
Branch Office: (905) 707-6757

LANGUAGES

English

EDUCATION

University of Waterloo

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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.

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