I am a Senior Portfolio Manager, working at TD Wealth Private Investment Counsel, one of the largest discretionary investment firms in Canada and we manage over $29 billion in assets as of March 2020. We specialize in professional money management for high net worth clients as well as foundations, not-for-profit organizations and trusts. Our clients include a wide range of clientele such as: senior executives (CEOs, CFOs), lawyers, medical professionals, accountants, entrepreneurs, business owners, lottery winners, large inheritance recipients, trustees etc.
At TD Wealth Private Investment Counsel, we pride ourselves on developing a deep understanding of our clients and their priorities. We invest the time to understand each of our clients so that we can develop a plan that is tailored to each client's unique needs.
We use applied behavioral finance to uncover clients' financial blind spots and develop strategies to improve decision making.
Our offering is supported by the same high-calibre methods and rigour used by TD Asset Management with pension funds and foundations. We strive to achieve superior risk adjusted returns.
We have good working knowledge and experience in dealing with complex financial matters and building a wealth strategy focused on: building net worth, implementing tax-efficient strategies, protecting what matters and leaving a legacy.