Skip to main content

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 works on a team with another Portfolio Manager, where there is focus 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 and Quebec. 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.

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.

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

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

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 June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?