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Rick Doerr

Senior Portfolio Manager

  • MBA
  • CFA®
  • B.E.Sc.

Working together to help you achieve what truly matters to you

Rick joined what used to be called Private Client Services Group at TD in 2012, when he accepted the role of Vice President, Market Manager for the London-Windsor region, where he led a team of Portfolio Managers from what was called TD Private Investment Counsel and a team of Private Bankers.

In 2014, he decided to focus solely on working with clients and became a Portfolio Manager at TD Wealth Private Investment Counsel.

As an accredited portfolio manager, Rick's expertise lies in providing customized discretionary investment management solutions. Beginning with a thorough discovery process, he provides tailored portfolio management solutions with emphasis on risk control and asset allocation. 

He has complete access to the expertise and resources of the TD Wealth and TD Bank Group teams. Rick's role is to create a fully integrated and comprehensive plan for his clients, by ensuring that the appropriate TD specialists are brought in when required, to apply their knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration is crucial for the evolving needs of Rick's clients - from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.

In addition to his extensive investment management experience, Rick holds a number of designations including a Bachelor of Engineering Science (B.E.Sc.), a Masters in Business Administration-Finance (MBA), Personal Financial Planner (PFP) and is a CFA Charterholder.  Rick is also a member of the CFA Institute and the Toronto CFA Society.

A long-term resident of London, Rick is incredibly lucky to be married to Danielle and is the proud father of three beautiful children; Evan, Kensi and Jacy.  You can usually find Rick at home entertaining family and friends, or slipping in an occasional round of golf.  He is also apt to be supporting one of his charitable interests and currently serving on the Board of the Thames Valley Education Foundation.


Toll Free: 1(888) 221-2598
Branch Office: (519) 667-5263



Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

tdam talks with amol s.jpg   

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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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