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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.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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