Nathan Leveille

With over 12 years of investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals, families, estates & trusts, charitable and business organizations. My role as an Associate Portfolio Manager with TD Wealth Private Investment Counsel is to provide customized and actively managed investment portfolios for high net worth clients, drawing on my extensive experience working with both institutional and Private Client investors.

I work in collaboration with a talented group of TD specialists and have complete access to their expertise and the resources of TD Wealth and TD Bank Group. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate TD specialists are brought in when required, to apply their unique insight to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. These relationships are crucial to my clients' evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.

I am passionate about investing and helping my clients reach their financial goals. Prior to joining TD I most recently worked as a financial planner at another financial institution, specializing in investment and retirement planning. Prior to this I worked in several roles assisting with high net worth investing and banking, including 6 years previously with TD from 2009 to 2015. I am a Chartered Financial Analyst (CFA®) charterholder from the CFA Institute and hold the Qualified Associate Financial Planner (QAFP) designation from FP Canada. I graduated from the University of Alberta in 2012 with a Bachelor of Commerce.

I live in southwest Edmonton with my wife Stacey, our two children and our dog. Outside of work I love to spend time with family and golf as much as I can.