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Pamela Russell

Senior Portfolio Manager

  • M.A.
  • CFA®

"Working together to help you achieve what truly matters to you"

My goal is simple: help my clients live more enjoyable lives through personalized wealth planning

Client Experience  

As a discretionary-licensed Portfolio Manager, I am committed to providing a high level of personalized service to my clients.  I have over 25 years of experience in the investment industry working closely with individuals/families, trusts/estates, corporations and charitable organizations. As my client, you can expect: 
  • Ongoing discovery
  • Timely reporting
  • Comprehensive portfolio reviews tailored to you
  • An Investment Policy Statement which is a well-defined investment parameters of the discretionary investment management relationship between you and TD 
  • A transparent approach to fees
  • Advice and solutions supported by a team of specialists focusing on helping you achieve your goal

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The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $29 Billion in assets (as of the end of June 2018). The offering is supported by the same high caliber investment methods and rigor used by TD Asset Management with its institutional clients such as pension funds and foundations.

A Proprietary Discovery Process

Within TD Wealth Private Investment Counsel, I am committed to delivering an exceptional client experience that begins with a comprehensive discovery to understand and uncover your unique needs, circumstances and long-term objectives. By taking you through our distinct Discovery process, which utilizes principles of, behavioral 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. 

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*some services provided in collaboration with TD specialists

Your Dedicated Relationship Manager

As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across Private Wealth Management and beyond, including:

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About Me
About Erik Larsen
Who We Serve
How We Work
What We Charge

ADDITIONAL CONTACT

Toll Free: (800) 807-0103
Branch Office: (250) 405-5282

LANGUAGES

English

EDUCATION

Masters of Economics, Chartered Financial Analyst

COMMUNITY INVOLVEMENT

CFA Society of Victoria , Past Treasurer with Victoria Symphony, Past Committee Member for the Victoria Foundation

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    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

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