Rebecca Tam
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Portfolio Manager
CIM
CFA®
Working together to help you achieve what truly matters to you
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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.
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CIM
CFA®
Achieve what truly matters to you
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Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
What We Do
What to expect when working with us
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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.
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.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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