Patti Dwyer

Patti Dwyer

Portfolio Manager

CIM®

CFP®

BBA

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

Phone

Office

(250) 979-6997

Office Location

1633 Ellis Street Suite 410 Kelowna, BC V1Y 2A8. map

Connect

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.

Benefits of Discretionary Investing

  • You no longer have to make daily investment decisions. You can Entrust them to our team. We can manage your money for you, not just with you.
  • One transparent, asset based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
  • Sudden opportunities and risks can be addressed swiftly without waiting for your approval.

Phone

Toll Free

1(877) 377-4677

Fax

(250) 470-3015

Certificates

CIM®

CFP®

BBA

Languages

English

Education

Chartered Investment Manager

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Meet Our Team

We are a dedicated group of professionals who work together to help simplify the complexity of investing and wealth planning. We strive to deliver solutions that work for you today and in the future.

Our Clients

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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.

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article

TD Economics

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

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

Article

Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Article

Federal Budget 2024: How proposed new taxes and spending could impact the economy

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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The Bergson Dwyer Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.