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Troy Merrick

Portfolio Manager

  • CPA, CA
  • CIM®
  • CFP®

"Working together to help you achieve what truly matters to you"

Troy Merrick, CPA, CA, CFP, CIM

Portfolio Manager, TD Wealth Private Investment Counsel (PIC)

With over 22 years of financial services and investment experience, I am actively focused on building strong and lasting client relationships by developing a deep understanding of my clients' goals, ambitions, and lifestyle and conveying an enthusiasm for wanting to assist them meet their goals and realize their dreams. 

As a Portfolio Manager with TD Wealth, I provide a high level of personalized service for my clients who include high net worth individuals, families, foundations, trusts and corporations.  Customized, fully-integrated and comprehensive plans may include investment management, and portfolio construction. When appropriate, I can engage TD specialists who can provide clients with expertise on estate planning, as well as credit requirements and insurance.  I believe that this full-service access is crucial to my clients' evolving and complex needs at every life-stage, from wealth accumulation to preservation and transitioning.

A boutique investment management offering at TD Bank Group

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PIC is a boutique professional investment management offering at TD Bank Group.  We are one of Canada's largest private client money management firms managing over $26 Billion in assets. Leveraging the resources of global powerhouse TD Bank Group and working closely with a talented group of professionals, I assist my clients in all wealth-management related areas.

TD Asset Management works behind the scenes to provide the same level of investment analysis and risk management available to large institutions, pension plans and foundations.

 
MY PROMISE:

I put my clients first;

I will always attempt to deliver beyond the expected;

I will strive to instill confidence. 

That is how I make your life more comfortable.  

  
- Troy

ADDITIONAL CONTACT

Toll Free: (800) 472-3414
Branch Office: (905) 707-6757

Additional Information - TD Wealth Private Investment Counsel (PIC)

TD Wealth Private Investment Counsel (PIC) is a leading professional investment management offering managing over $26 Billion in assets (as at Dec 2016).  We offer multiple styles of equity and fixed income management and build custom investment portfolios for individuals, corporations and charitable organizations who are seeking:

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PIC Features

A leading professional investment management offering, PIC features include:

•      Access to portfolio managers and their teams who work with a select number of affluent Canadians, helping them grow, protect and transfer their wealth

•      Active investment management through a discretionary investment management approach

•      TD Asset Management Inc. working behind the scenes to provide the same level of investment analysis and risk management available to large institutions, pension plans and foundations

•      Access to Epoch Investment Partners, Inc.’s global investment approach which seeks to uncover opportunities that others may miss

•      An investment approach for affluent investors based on responsible growth over speculation

Our boutique investment offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.



TD Asset Management

TD Asset Management believes that clients' investment needs are best served by progressive solutions that seek to deliver optimal risk-adjusted outcomes. Increasingly, these solutions are moving beyond the conventional asset-only focus into liability-based approaches employing traditional, alternative and structured investments. To facilitate this, the firm continues to develop its passive, quantitative and fundamental active skills. Clients can segregate and customize their portfolios, or access these skills and resources through pooled and mutual funds that can offer significant benefits in terms of economies, governance and ease of administration.



A responsibility to every PIC client – what does that mean for you?

We act as responsible stewards of your wealth

We are bound by the principles and guidelines set out in your Investment Policy Statement, a document created with your input and tailored to your needs.

We are supported by the considerable expertise and risk management resources of TD Asset Management.



Investment Policy Statement

A written agreement that takes into account your specific needs and sets out how we will work with you, including ongoing communication, types of investments and reporting.
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Our service commitments - as our client you can expect:

•      Ongoing discovery (always acting in your best interest)

•      Timely reporting

•      Comprehensive portfolio reviews tailored to you

•      A transparent approach to fees

•      A lead advisor supported by a financial team focused on achieving your goals and simplifying your life

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What We Believe

Our clients' needs and goals are deeply personal. The investment and wealth plan that will help them achieve those goals must be as distinct as they are. We are uniquely equipped to provide tailored advice to help build the future they want—and we can only do that by truly understanding what matters most to them.


For more information on the benefits of working with a Portfolio Manager, please follow this link to the Portfolio Management Association of Canada website:

http://www.portfoliomanagement.org/wp-content/uploads/2011/04/PMAC-Is-A-Portfolio-Manager-Right-For-You-October-2016.pdf

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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You have questions, I have answers. Let's have a quick chat.

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