David joined TD Wealth Private Investment Counsel in 2002. He brings over 25 years of experience in the industry, including securities services, pension administration, fund and trust accounting and wealth management.
For the past 20 years David has focused his expertise in private wealth management servicing affluent individuals, families, corporations, foundations and charitable organizations. David has also served as a founding member of the TD Wealth Private Investment Counsel Portfolio Management Strategic Counsel and currently serves as advisor on various internal initiatives.
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.