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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
5515 North Service Road Suite 400 Burlington, ON L7L 6G4Map
Tim 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. Tim has 14 years of experience in the financial services industry, in both private and public sectors. As a former officer in the Canadian Armed Forces and a graduate of the Royal Military College of Canada, Tim brings a disciplined work ethic and is motivated to serve his clients with the highest integrity. Clients can expect friendly and transparent team-based investment advice and wealth planning support.
Tim holds the Chartered Financial Analyst® (CFA®) designation and the Canadian Investment Manager (CIM) designation. He has a Masters in Business Administration from McMaster University.
Toll Free: (888) 990-6220
Branch Office: (905) 331-4708
English
Masters of Business Administration(MBA) - McMaster University
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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