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Patti Dwyer

Associate Portfolio Manager

  • BBA
  • CFP®
  • CIM®

"Wealth management that evolves as your needs, priorities and circumstances change over time"

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ADDITIONAL CONTACT

Toll Free: 1(877) 377-4677
Fax: (250) 470-3015

LANGUAGES

English

EDUCATION

Bachelor of Business Administration, Certified Financial Planner, Chartered Investment Manager

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Meet The Team

    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.

    Market Commentary

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    MoneyTalk Investing

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    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - Future Outlook

    What a difference a year makes! A year ago, all was right with the world, and investors couldn’t see how anything could ever go wrong. Today, mired in a financial market correction, investors are having a hard time believing that things could ever be right again. Either way, they’re being myopic—things are never as good, or bad, as they appear.

    Money Talk Life - Snowbird Migration

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    Money Talk Life - A New Year, a New You

    The calendar changes but you still see the old you in the mirror with your old habits and frustrations. Here are some tips to finally get yourself on track and make this year the game-changer.

    Do you know someone who would benefit from my services?