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Shaun Arnold

Portfolio Manager

  • CPA, CA

Working together to help you achieve what truly matters to you

Our approach requires gaining a deep understanding of not only your investments but of your total financial picture. This allows us to determine how financial decisions are reached; from taxes to trusts, to types of income and timing of distributions. As your trusted advisory team, we are dedicated to helping you reach a higher purpose for your wealth and to design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you.  The strength of our services rest firmly on the following four principles:

Unique Understanding

We believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below. 

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The TD Asset Management Advantage

Our investment offering is supported by the same high-calibre methods and rigour used by TD Asset Management (TDAM) with pension funds and foundations.  We focus on risk-adjusted returns, not just returns.  We focus on quality and follow a disciplined risk management framework.

True Diversification

We look beyond traditional asset classes, so your portfolio will be constructed and managed to help manage risk and navigate an ever-changing investment landscape.  The portfolio we build for you can included a mix of traditional fixed-income and equity strategies as well as innovative alternative investment strategies to help minimize the impact of market downturns on your portfolio.  Through our use of TDAM's alternative investment strategies your portfolio can have exposure to asset classes which have sources of return that are less reliant on the direction of the general markets.

Genuine Stewardship

Entrusting us with your financial affairs is a responsibility we don't take lightly.  Our team has a duty to act in your best interest and we are committed to service excellence, transparency and cost-effective management of your portfolio.  In addition, we can provide you access to specialists across TD Wealth and beyond, including:

  • Private Banking
  • Private Trust
  • Insurance Services
  • Will and Estate Planning
  • Business Succession Planning
  • Direct Investing
  • Business Banking

We provide services to:

  • Successful executives looking to enhance and grow their wealth,
  • Professionals who need a trusted advisor to help with their personal assets and practice,
  • Business owners with personal and business assets that need to be managed,
  • Pre-retirees who need assistance with their retirement savings and planning,
  • Retirees requiring innovative strategies,
  • Professional athletes who receive high compensation and may need a sound investment plan,
  • Well-established families seeking professional guidance in transferring wealth in a tax-efficient manner.

ADDITIONAL CONTACT

Toll Free: 1(800) 263-2163
Branch Office: (519) 667-5848

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.

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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.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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