Rick Doerr, Portfolio Manager,London, ON | TD Wealth

Skip to main content

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.

ADDITIONAL CONTACT

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

SOCIAL LINKS

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.

Meet The Team

Private Client Service Associate

Private Client Service Associate

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Request appointment

Additional TD Specialists

Sandra BusseyHigh Net Worth Planner

Patrick MullinTax and Estate Planner

Phil BallEstate Planning Advisor

Jo-Anne RyanVice President, Philanthropic Advisory Services

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.

Money Talk

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

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1. Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

When to update your estate plan: 5 key life moments

So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.