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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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ADDITIONAL CONTACT

Toll Free: (866) 347-8257
Fax: (613) 783-4075
Branch Office: (613) 782-1270

LANGUAGES

English

EDUCATION

Trent University - Bachelor of Science (Honours) in Economics

What is Behavioural Finance

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.

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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