As a Portfolio Manager with TD Wealth Private Investment Counsel, my role is to deliver professional, high-quality and trustworthy advice to my clients. My team, which includes Vice President and Senior Portfolio Manager David Sanderson, collaborate with individuals, families, trusts, and not-for-profit organizations to overcome the challenges of managing their wealth. We primarily serve York, Durham, Northumberland and Kawartha Lakes regions, with our office located in Markham.
Working collaboratively to bring clarity
Globalization, tax changes and the complexities of the investment industry have made wealth management an increasingly difficult task for high net worth families and institutions. We provide easy to understand solutions to complex situations. As a TD Wealth client you can expect to be treated with honesty, dignity and respect.
Comprehensive high net worth strategies
Working with our dedicated team, you can expect:
- An in depth discovery process incorporating industry leading behavioral finance methodologies
- Comprehensive portfolio solutions that are transparent and easy to understand
- Ongoing advice and solutions supported by a team of TD specialists focused on helping you achieve your goals
- A high degree of ethics guided by the CFA Institute’s Code of Ethics and Standards of Professional Conduct
By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory, we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are.
Private Investment Counsel: A disciplined, institutional approach
As part of TD Wealth Private Investment Counsel, our investment offering is supported by the same high-calibre, long-term methods, strategies used to counsel Canada’s largest pension funds and foundations.
Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.
Conservative, goals-based wealth management
Our conservative approach focuses on comprehensive wealth and investment planning. Building, growing and preserving your capital is our primary focus. Through goals-based planning, we measure your returns against your own unique goals rather than market benchmarks.
Collaboration with TD Specialists
We work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group to bring you tailored high net worth planning in the areas of: