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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"

Our Client-Centered Approach

Our clients' needs and goals are deeply personal. Our relationship with you is the key to offering you tailored wealth strategies. The insight we gain from working with you is the basis on which we design your unique strategy that fits your goals. We understand what makes your situation different. We actively listen and gather in-depth information to establish a clear understanding of your goals.

We believe that your personal wealth strategy is key to your financial success. However, before we can begin to build your plan, we take the time to develop a deep understanding of you.

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A Boutique Investment Offering Within TD Wealth

Our boutique investment offering is supported by the same high caliber investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations

As professionals trusted by generations of affluent Canadians and corporations, we understand their unique and complex needs.


Our Clients

Affluent families, professionals, business owners, family estates and trusts, institutions and charitable organizations
They choose us for our experience in anticipating the complex challenges of growing and protecting wealth, and responding with thoughtful solutions that consider tax implications, family dynamics, and other priorities


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Our Service Commitments

·       Ongoing discovery
·       Timely Reporting
·       Comprehensive portfolio reviews tailored to you
·       A transparent approach to fees
·       A relationship manager supported by a team focused on helping you achieving your goals



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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

Behavioural Finance 
Uncover what drives your decisions

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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

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

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Hear what matters.
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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 - Tiger and Bull

Tiger Woods, the Fed and the bull market everyone loves to hate

Federal Budget 2019

Putting the Middle Class in Focus

Money Talk Life - Giving it your all and then some

If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

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