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Alan Holman
Senior Portfolio Manager
ABOUT | Alan is a Senior Portfolio Manager with TD Wealth Private Investment Counsel. He provides tailored investment and wealth management solutions to high-net-worth private clients, trusts, corporations and charitable organizations. Alan has over 14 years of experience in the financial services industry. Prior to TD he worked with a national accounting firm within their High Net Worth group, focusing on retirement planning and investment consulting.
Alan holds the Chartered Financial Analyst (CFA®) designation, Certified Financial Planner (CFP) designation and the Personal Financial Planner (PFP) designation.
DISCOVERY | Within TD Wealth Private Investment Counsel, I am committed to delivering an exceptional client experience that begins with a comprehensive discovery to understand and uncover your unique needs, circumstances and long-term objectives. By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are. 
David Allison
Senior Portfolio Manager
As a Portfolio Manager for TD Wealth Private Investment Counsel, David and his team work with high net worth clients to identify their investment and wealth goals and build a strategy to achieve those goals. Using discretionary portfolio management, we handle the day to day management of client portfolios and provide clients with regular performance reviews. Supported by TD Specialists, we also provide clients with comprehensive advice including retirement, estate, insurance and business succession planning strategies.
Discretionary Portfolio Management is the delegation of the day-to-day investment decisions to a professional investment manager, who operates within guidelines and parameters established with the client. We are stewards who guide clients to make well informed decisions:
- How to use the capital markets to achieve short and long-term financial goals
- Understand asset class characteristics and risk-return trade-offs
- Develop and adhere to a clear and appropriate long-term investment policy
- Prepare for swings in the markets and keep emotions and biases in check
Is a Portfolio Manager right for you?
Background and Experience
David has over 12 years experience in the financial services industry and over 10 years experience with TD Wealth Private Investment Counsel. David has demonstrated a commitment to continuing education and holds the Chartered Financial Analyst (CFA®) designation and the Canadian Investment Manager (CIM) designation. David Graduated from Carleton University with a B.A. (High Honours) Economics, Minor in Business, Concentration in Finance.
Outside of work, David enjoys golf, hockey, football and music. David lives with his wife and two children in Burlington and volunteers his time coaching his son's hockey team.
Links, Newsletters and Articles
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax Management
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Education Funding
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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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.
portfolio-managers.td.com/TheHolmanAllisonGroup
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