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Sherry Johnson

Portfolio ManagerCertified Retirement Specialist

  • CIM
  • PFP

Our discovery and wealth management approach is driven by what matters most to you

BACKGROUND | As a Portfolio Manager with TD Wealth Private Investment Counsel, I am committed to providing a high level of personalized service to my clients. I have over 33 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations.

CLIENT EXPERIENCE |
As my client, you can expect:
•Ongoing discovery
•Timely reporting
•Comprehensive portfolio reviews tailored to you
•A transparent approach to fees
•Advice and solutions supported by a team of TD specialists focused on helping you achieving your goals

The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $29 Billion in assets (as of the end of June 2018). The offering is supported by the same high caliber investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.


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*services provided in collaboration with TD specialists


Your Dedicated Relationship Manager |
As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across TD Wealth and beyond, including:

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ADDITIONAL CONTACT

Toll Free: (888) 331-1359
Branch Office: (519) 758-0491

Additional Information

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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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?