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Rebecca Tam

Portfolio Manager

  • CIM
  • CFA®

Working together to help you achieve what truly matters to you

Rebecca is a Portfolio Manager with TD Wealth Private Investment Counsel. Her expertise is working with clients to create a customized discretionary wealth management solution tailored to each unique client scenario. Rebecca has over 15 years of experience in the financial services industry, dedicated to working with individuals and families, corporations, not-for-profits, estates and trusts.

Rebecca's team tailors to each individual client situation, regardless of complexity, with the attention and diligence that they deserve. Her team provides investment management solutions and services drawing upon the expertise of TD specialists to create an integrated and comprehensive plan for their clients. This can include, but is not limited to estate planning, tax planning, business succession and insurance needs.

Rebecca holds the Chartered Financial Analyst (CFA) Designation and the Canadian Investment Manager (CIM) designation. She is licensed in Ontario, Quebec and British Columbia. In the community Rebecca is involved in several not-for-profit organizations, but spends most of her time on the Board of the Royal Ottawa's Volunteer Association and serves on the Investment Committee of The Ottawa Hospital Foundation.

ADDITIONAL CONTACT

Branch Office: (613) 782-1270

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.

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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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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