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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
380 Wellington Street 18th Fl, Tower B London, ON N6A 5B5Map
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
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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