Laura Barclay

Laura Barclay
Laura Barclay

Senior Portfolio Manager

CFA®

CPA

Chartered Accountant

Working together to help you achieve what truly matters to you

Phone

Office

(905) 707-7366

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8. map

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Passionate about advising her clients wisely and acting in their best interest, Laura has more than 20 years of financial services, business and investment experience. She is actively focused on designing and delivering tailored, discretionary investment management services with distinction for high net worth individuals, families, corporations, foundations, estates and trusts.

Laura collaborates with a network of sophisticated TD specialists to provide complex tax and estate planning strategies, trust services, business succession plans and charitable giving strategies. Laura is also a Life Insurance Advisor at TD Wealth Insurance Services.

Committed to continuous education, Laura has earned two professional designations: Chartered Professional Accountant (CPA, CA) in 1995 and Chartered Financial Analyst® (CFA®) in 2001. She graduated from the University of Waterloo with an Honours Bachelor of Arts.

Laura received the Vision in Action award in 2014, the highest form of individual recognition a TD employee can receive. Recipients are chosen because they embody the spirit of the guiding principles at TD.

Active in her professional and personal communities, Laura is currently serving on the Board of Directors for the McMichael Canadian Art Foundation. She previously spent six years on the Estate Planning Counsel of Toronto (EPCT) and also belongs to the Toronto CFA Society.

Laura spends her personal time cheering on her son Luke as he plays his favorite sports, baseball and basketball and walking her two doodles, Caramel and Stormy.

Laura and her Team will work with you every step of the way to help you manifest the dreams you and your family share for your career, well-being, home, lifestyle and legacy.

Phone

Toll Free

(800) 472-3414

Certificates

CFA®

CPA

Chartered Accountant

Languages

English

Education

University of Waterloo

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning