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Steve Collins

Vice President and Senior Portfolio Manager

  • CFA®

"Tailored solutions in tune with your needs and the needs of those you care about"

My Commitment to You

With 30 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients.

I work with a talented group of collaborators and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate professionals are brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning and insurance strategies, and credit needs. This collaboration is crucial to my client’s evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.


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About Me

I am a graduate of Trent University with a Bachelor of Science (Honours) in Economics, and hold the Chartered Financial Analyst (CFA) designation. I am a member of the CFA Institute, as well as the Ottawa CFA Society. I am also licensed as a Life Insurance Advisor with TD Wealth Insurance Services, and have completed other industry courses such as the Certificate in Retirement Strategy. I am registered as a Portfolio Manager in the provinces of Ontario, Quebec, Alberta and Newfoundland.

Outside of work, I enjoy spending time with my wife and four children, and I previously served as an external advisor for a not for profit foundation.


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Below is a report entitled 'Behavioural Finance'.  In this magazine, there are a few short articles regarding some of the more common financial blind spots that affect investors, as well as a discussion on some strategies to reduce the negative effects that they can have on investments.


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ADDITIONAL CONTACT

Toll Free: (800) 571-4456
Fax: (613) 782-1261
Branch Office: (613) 782-1270

LANGUAGES

English

EDUCATION

Trent University - Bachelor of Science (Honours) in Economics

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Meet The Team

    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.

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    Money Talk Life - The wealth you'll share

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    Money Talk Life - Money from above

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    Do you know someone who would benefit from my services?