Senior Portfolio Manager
CFA®
CFP®
PFP®
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.
Senior Portfolio Manager
CFA®
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 help achieve those goals. Using discretionary portfolio management, we handle the day to day management of client portfolios and provide clients with regular performance reviews. Additionally, we have access to TD specialists, who can provide clients with comprehensive services 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
Background and Experience
David has over 17 years experience in the financial services industry and over 15 years experience with TD Wealth Private Investment Counsel. David has demonstrated a commitment to continuing education. He is a CFA® charterholder, and also holds 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.
English
Bachelor of Arts in Economics (HHonours), Carleton University